“Competition for access to electrical supply and data center locations with adequate power availability is intense.”
As Anthropic prepares to go public, that statement in its S-1 filing highlights a physical constraint behind the generative AI boom: access to electricity and locations with enough power.
For capacity planning, the useful distinction is between choosing computing equipment and securing a location that can power it. The filing describes intense competition for the latter; it does not establish that a particular site's power needs have been secured.
For anyone planning AI capacity, power availability at the proposed location deserves scrutiny before expansion plans are treated as dependable.