AWS 4Q25: Anthropic Brings Incremental Growth for 2026

Project Rainier Progress

In our January interview, data center expert A indicated smooth progress

• For Indiana’s Project Rainier, by Q4 2025, power load estimated at 1.0-1.1 GW with chip count reaching the 1 million target

However, in our early February follow-up, the expert noted

• 2-3 month delays are now common for data center projects, with most experiencing some delay

• A 300-500MW delay is reasonable, though other regions may compensate with additional capacity

Data center expert B confirmed Indiana project won’t achieve 1GW delivery capability by end-2025