Anthropic is in early talks to lease up to 1 gigawatt in compute capacity from a data center developer majority-owned by Apollo Global Management, part of a major effort by the AI company to reduce its reliance on cloud providers.

The maker of Claude has discussed signing on as a direct tenant of sites developed by Stream Data Centers, a 27-year-old company with facilities across the U.S., and filling them with tensor processing units designed by Broadcom and Google, according to people with knowledge of the discussions.