“White-Haired Stock Guru” Serenity: Leaked Documents Suggest Anthropic Plans to Secure 1.4GW of Data Center Capacity in Australia

According to Odaily, “White-Haired Stock Guru” Serenity posted on X platform, stating that leaked internal documents from Anthropic indicate the company plans to secure approximately 1.4GW of data center electricity capacity from Australia, corresponding to an investment scale of about $21.6 billion. Meanwhile, Neocloud companies such as IREN and SHAZ have been continuously building sovereign data centers in Australia recently, showing that AI infrastructure investments are still accelerating.