NTT Data Plans to Build Anthropic's First Japan Data Center in Osaka
nashnova research
NTT Data is in final-stage talks to build a dedicated data center for Anthropic in Osaka, with costs up to ¥1 trillion (~$6.3 billion) and a partial launch as early as 2028 — Anthropic's first owned compute facility in Japan.
How big is this deal?
The facility could cost up to ¥1 trillion (~$6.3 billion) with power capacity reaching 500 megawatts, according to Nikkei, citing multiple people familiar with the matter.
This means → this is not a co-location lease. It is a purpose-built, single-tenant hyperscale facility — on par with the self-built data centers of Google and Microsoft.
In plain terms = Anthropic wants its own "power-plant-scale server farm" in Japan, not a shared rack in someone else's building.
Why Osaka, and why NTT Data?
Anthropic currently has no dedicated data center in Japan and has relied on shared cloud infrastructure.
NTT Data, a subsidiary of Japanese telecom giant NTT, holds domestic advantages in power grid access and land — the two scarcest inputs for large-scale data center builds.
This reflects a shift in AI competition: the race has moved beyond "whose model is better" to "who can secure power and land in key markets."
What is the timeline, and what comes next?
The two sides plan to sign a formal agreement before the end of fiscal year 2026 (by March 31, 2027), with operations starting as early as 2028.
NTT declined to comment; the broader NTT Group did not immediately respond — the deal is not yet finalized.
This means → two milestones to watch: whether a contract is signed this fiscal year, and whether the 2028 launch stays on schedule. A delay on either front would slow Anthropic's compute buildout across the Asia-Pacific.
市场有风险，内容仅供研究参考，不构成投资建议。