"White-Haired Stock Guru" Serenity: Leaked Documents Show Anthropic May Plan to Acquire 1.4GW of Data Center Capacity in Australia

Odaily reported that "White-Haired Stock Guru" Serenity posted on the X platform, stating that according to leaked internal Anthropic documents, the company plans to acquire approximately 1.4GW of data center power capacity from Australia, corresponding to an investment scale of about $21.6 billion. Meanwhile, Neocloud companies such as IREN and SHAZ are continuing to build sovereign data centers in Australia, indicating that investment in AI infrastructure is still accelerating.