Geopolitics Alpha

Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity

Published . Updated .

Anthropic and OpenAI have announced a flurry of AI infrastructure deals over the past year as demand booms.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SUPX SUPERX AI TECHNOLOGY LTD

    GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS

    GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • AQN Algonquin Power & Utilities Corp

    GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BBAI BIGBEAR AI HLDGS INC

    GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SUPX———————
ABAT———————
ACM———————
AOSL———————
AQN———————
BBAI———————

Anthropic and OpenAI have announced a flurry of AI infrastructure deals over the past year as demand booms.

Source: CNBC Top

How far SuperX AI Technology (SUPX) has moved since 18 Sep 2026

Since the first closing price after “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity,” SuperX AI Technology (SUPX) is -2.82%. The S&P 500 fund (SPY) is -0.89% over the same days, a -1.92% difference versus the market.

SUPX
SPY

Disclosure records for SuperX AI Technology (SUPX) within two months of 18 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around SuperX AI Technology (SUPX)

Companies carried with this story

  • SUPX SuperX AI Technology

    In “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ABAT American Battery Technology

    For “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AQN Algonquin Power & Utilities

    Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence in the 18 Sep 2026 story “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity.” Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BBAI BigBear.ai Holdings

    In “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

SuperX AI Technology (SUPX)

On 18 Sep 2026, “Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity” is the story that connects SuperX AI Technology (SUPX) to this story.

The link for SuperX AI Technology (SUPX) is this: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, American Battery Technology (ABAT), is listed for a different reason: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the SuperX AI Technology (SUPX) price range

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

What the saved facts support for SuperX AI Technology (SUPX)

46 out of 100

“Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.