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OPENAI ANTHROPIC — AI Inference Demand Drives UK & Nordics Capacity Expansion | ThinkSabio
Sep 18, 2026 · ThinkSabio Inc
OpenAI and Anthropic are exploring smaller 20–30 MW AI compute deployments in the U.K. and Nordic countries, mainly to expand AI inference capacity as demand for real-time AI workloads accelerates.
🔹 Key Highlights
🤖 OpenAI and Anthropic are exploring 20–30 MW compute deployments in the U.K. and Nordics.
⚡ The projects are primarily focused on expanding AI inference capacity.
📈 JLL expects inference to overtake training in data-center capacity by 2027.
🌐 Inference could represent 37% of global data-center workloads by 2030.
💰 Anthropic already has a reported ~$45B, 460 MW agreement with Nscale, backed by #NOK and #NVDA.
🏗️ OpenAI continues pursuing multiple multi-GW Stargate projects.
💡 Why It Matters
The shift toward inference highlights the growing need for distributed, high-capacity AI infrastructure closer to end users. Increasing inference demand could create additional opportunities for data-center operators, GPU providers, networking companies and power infrastructure suppliers.
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