Overview
- Anthropic will build custom facilities with Fluidstack, with initial sites going live in 2026 and an expected 800 permanent jobs plus more than 2,000 construction roles.
- Internal projections reported by the Wall Street Journal indicate Anthropic targets break-even by 2028, supported by more than 300,000 business customers driving most of its revenue.
- Reporting on OpenAI’s internal documents points to more than $1.4 trillion in long-term infrastructure commitments and a projected $74 billion operating loss in 2028.
- CNBC notes growing concerns about U.S. power capacity and financing as AI data-center plans scale to gigawatts across multiple suppliers and regions.
- Policy questions have sharpened after OpenAI asked the administration to expand CHIPS tax credits to cover AI data centers and grid components.