OpenAI: Nordics Inference Data Center Push

OpenAI and Anthropic are securing 20-30 megawatt data center deployments across the Nordics and UK to handle surging inference demand, which is projected to claim 37% of global capacity by 2030 versus 13% for training. Crusoe raised $3.9 billion at a $30.9 billion valuation to back similar smaller-scale builds, underscoring how 20MW projects reach online far faster than gigawatt-scale facilities. This shift aligns with inference workloads rising from 9% in 2025, with the training-inference crossover expected in 2027.