Overview
- Anthropic will build custom facilities in Texas and New York with Fluidstack, with sites slated to come online throughout 2026 and creating about 800 permanent and 2,400 construction jobs.
- The company says it now serves more than 300,000 business customers, with the number of large accounts (over $100,000 in run‑rate revenue) nearly sevenfold higher than a year ago.
- The buildout complements expanded cloud deals with Google and Amazon, including a dedicated Amazon data center campus in Indiana that CNBC reports is already operational.
- Internal projections reported by The Wall Street Journal indicate Anthropic aims to break even by 2028, contrasting with reporting that OpenAI has over $1.4 trillion in infrastructure commitments and is projected to post a $74 billion operating loss that year.
- The announcement intensifies questions about how AI infrastructure will be financed and powered, with coverage noting concerns over grid capacity and calls from industry players for policy support such as expanded tax credits.