{"id":72119,"date":"2026-09-22T22:38:16","date_gmt":"2026-09-23T02:38:16","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-eyes-gigawatt-scale-expansion-toyota-plans-400000-robot-fleet\/72119\/"},"modified":"2026-09-22T22:38:16","modified_gmt":"2026-09-23T02:38:16","slug":"anthropic-eyes-gigawatt-scale-expansion-toyota-plans-400000-robot-fleet","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-eyes-gigawatt-scale-expansion-toyota-plans-400000-robot-fleet\/72119\/","title":{"rendered":"Anthropic Eyes Gigawatt-Scale Expansion; Toyota Plans 400,000-Robot Fleet"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Anthropic<\/strong> is in discussions to lease up to <strong>1 gigawatt (GW)<\/strong> of data center capacity from <strong>Stream Data Centers<\/strong>, marking a massive shift toward direct infrastructure control.<\/li>\n<li><strong>Toyota (<a href=\"\/stock\/TM\">TM<\/a>)<\/strong> plans to deploy <strong>400,000 robots<\/strong> across its global factories, including humanoids that learn physical tasks directly from veteran &quot;takumi&quot; employees.<\/li>\n<li><strong>Iran<\/strong> has engaged in high-level diplomatic talks with <strong>U.S. officials<\/strong> in New York, mediated by <strong>Qatar<\/strong> and <strong>Pakistan<\/strong>, leading to a sharp drop in crude <a href=\"https:\/\/stockmarketwatch.com\/energy\/crude-oil\" data-internallinksmanager029f6b8e52c=\"12\" title=\"Crude oil\">oil prices<\/a>.<\/li>\n<li>The <strong>Canadian Dollar (<a href=\"\/stock\/CAD\">CAD<\/a>)<\/strong> faced significant downside pressure, falling to its lowest level since July as oil prices retreated on hopes for a Middle East diplomatic breakthrough.<\/li>\n<li><strong>Alphabet (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>)<\/strong> is reportedly considering providing financial guarantees for Anthropic\u2019s massive lease obligations to reduce risk for data center landlords.<\/li>\n<\/ul>\n<h2>Anthropic Pursues Gigawatt-Scale Infrastructure Control<\/h2>\n<p>AI startup <strong>Anthropic<\/strong> is aggressively expanding its physical footprint, moving away from exclusive reliance on cloud providers. The company is currently in talks with <strong>Stream Data Centers<\/strong> for a lease that could reach <strong>1 gigawatt (GW)<\/strong> of capacity. This follows reports that Anthropic has signed over a dozen preliminary agreements for U.S. facilities to gain greater operational control over the hardware powering its <strong>Claude<\/strong> AI models.<\/p>\n<p>To facilitate these capital-intensive deals, <strong>Alphabet (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>)<\/strong>\u2014a major investor in Anthropic\u2014is discussing a structure to guarantee lease payments. This credit support from a trillion-dollar backer would allow Anthropic to secure more favorable terms and lower risk premiums from developers. The move comes as Anthropic prepares for a potential <strong>IPO<\/strong>, having recently reached an annualized revenue run rate of <strong>$47 billion<\/strong>.<\/p>\n<h2>Toyota\u2019s $6.4 Billion Robotic Modernization<\/h2>\n<p><strong>Toyota (<a href=\"\/stock\/TM\">TM<\/a>)<\/strong> has unveiled a sweeping automation strategy that involves deploying <strong>400,000 robots<\/strong> throughout its manufacturing network. The initiative, which could cost approximately <strong>\u00a51 trillion ($6.4 billion)<\/strong> annually starting in 2028, aims to integrate robots that work alongside humans rather than replacing them. The fleet will include <strong>ELEY<\/strong>, a wheeled humanoid robot designed by the <strong>Toyota Research Institute<\/strong>.<\/p>\n<p>The <strong>ELEY<\/strong> robots utilize &quot;embodied learning&quot; to master complex physical skills, such as folding fabrics or manipulating interior car panels, by observing human masters. Toyota&#39;s 18,000 <strong>&quot;takumi&quot;<\/strong> (master craftspeople) are currently training these machines using specialized sensors. The company plans to centralize this learned data, allowing a skill mastered in one factory to be instantly shared across its <strong>60 global production sites<\/strong>.<\/p>\n<h2>Middle East Diplomacy Cools Oil Markets<\/h2>\n<p>Geopolitical tensions eased slightly as <strong>Iran<\/strong> confirmed that <strong>Qatar<\/strong> and <strong>Pakistan<\/strong> mediated a three-hour meeting between Iranian officials and U.S. envoys in <strong>New York<\/strong>. Iranian President <strong>Masoud Pezeshkian<\/strong> signaled a willingness to reopen the <strong>Strait of Hormuz<\/strong> if the U.S. eases military pressure and lifts certain naval blockades. U.S. President <strong>Donald Trump<\/strong> described the talks as &quot;very productive,&quot; noting significant momentum toward a settlement.<\/p>\n<p>The prospect of a diplomatic resolution to the six-month-old conflict sent <strong>West Texas Intermediate (WTI)<\/strong> crude prices tumbling to an over two-week low. This shift has immediate implications for the <strong>Canadian Dollar (<a href=\"\/stock\/CAD\">CAD<\/a>)<\/strong>, which often tracks energy prices. The &quot;Loonie&quot; fell toward the <strong>1.4075<\/strong> level against the U.S. Dollar, as receding supply fears outweighed the <strong>Bank of Canada&#39;s<\/strong> recent warnings regarding energy-driven inflation.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Anthropic is in discussions to lease up to 1 gigawatt (GW) of data center capacity from Stream Data [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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