Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.Recently $IREN(IREN.US), $SharonAI(SHAZ.US), and other Neoclouds have been building sovereign DCs in Australia.Guess like a lot of things are stating to make more sense connection wise?(disclosure: no open positions in any of the above).

IREN

Anthropic

SharonAI

SHARONAI HLDGS INC C/WTS 29/10/2028 (TO PUR COM)

SHARONAI HLDGS INC

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;