Coatue has a plan to buy up land for data centers, possibly for Anthropic

Coatue 计划收购土地建设数据中心，或为 Anthropic 提供支持

Coatue, one of the biggest names in venture capital and hedge funds, has a new plan to generate bigger returns on AI beyond its sizable stakes in Anthropic, OpenAI, xAI, and data center companies like Singapore’s DayOne and CoreWeave. 作为风险投资和对冲基金领域最知名的机构之一，Coatue 正在制定一项新计划，旨在通过 AI 领域获取比现有投资（包括对 Anthropic、OpenAI、xAI 以及新加坡 DayOne 和 CoreWeave 等数据中心公司的巨额持股）更高的回报。

It has launched a venture called Next Frontier to buy up land near large power sources with the goal of turning those parcels into data centers, the Wall Street Journal reports. 据《华尔街日报》报道，该公司已成立一家名为“Next Frontier”的合资企业，计划在大型电力资源附近收购土地，目标是将这些地块开发为数据中心。

Sources tell the WSJ that Next Frontier has already signed a joint venture with Fluidstack, a cloud infrastructure startup that penned a $50 billion deal to build data centers for Anthropic. (Coatue did not respond to a request for comment.) 消息人士向《华尔街日报》透露，Next Frontier 已经与云基础设施初创公司 Fluidstack 签署了一项合资协议，而 Fluidstack 此前曾签署了一份价值 500 亿美元的合同，旨在为 Anthropic 建设数据中心。（Coatue 未回应置评请求。）

Although the U.S. already has 3,000 data centers, more than 1,500 new ones are in various stages of being built, according to Pew Research, most of them in rural areas. 根据皮尤研究中心（Pew Research）的数据，尽管美国目前已经拥有 3,000 个数据中心，但仍有超过 1,500 个新数据中心处于不同的建设阶段，其中大多数位于农村地区。

The frenzy is enticing land speculation and data center financing projects from lots of players, ranging from Blackstone 到 Kevin O’Leary from “Shark Tank.” 这种狂热正在吸引包括黑石集团（Blackstone）到《创智赢家》（Shark Tank）明星凯文·奥利里（Kevin O’Leary）在内的众多参与者，投身于土地投机和数据中心融资项目。