Anthropic joins Frontier carbon removal coalition with $915 million（約1500億円） pledge, becoming the first pure AI company to enter the group as it shifts toward fewer, larger climate projects.

What happened: Anthropic contributed $915 million（約1500億円） to Frontier, a carbon removal collective founded by Stripe, Google, and Shopify. This nearly doubles Frontier's total pledges to $1.8 billion（約2900億円）. Anthropic is the first AI startup to join; Google was a founding member, but Anthropic is the first pure AI company in the group.

Why it matters: AI companies have been on an energy buying spree, and Anthropic has not yet published a sustainability report. Joining Frontier signals a possible shift in the company's climate stance, though the company has said it favors an "all of the above" approach to energy. Frontier vets carbon removal projects and lets companies use carbon removal credits to reduce their reported carbon footprints, helping them meet net-zero pledges even when they cannot eliminate all emissions today.

What to watch: Frontier is shifting strategy—it will fund fewer projects with longer contracts (eight to 10 years) focused on those with the best chance at removing a gigaton (1 billion metric tons) or more of CO2 annually. New contracts will require carbon removal companies to "show a path to government subsidy/support," and Frontier said it will contract as far out as 2040, signaling an expectation that governments will eventually take over funding this nascent industry.