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Anthropic Commits $50 Billion to U.S. AI Data Centers With Fluidstack

The move seeks to secure compute for Claude’s growing enterprise demand, reflecting a broader shift to owning capacity.

Overview

  • Anthropic will begin with custom facilities in Texas and New York, with the first sites expected to go live in 2026.
  • The buildout is projected to create about 800 permanent roles and roughly 2,400 construction jobs.
  • The company says it now serves more than 300,000 business customers, with large accounts growing nearly sevenfold over the past year.
  • Anthropic’s owned-infrastructure plan complements expanded compute deals with Google and Amazon, including a dedicated Amazon data center campus in Indiana.
  • Internal projections reported by the Wall Street Journal indicate Anthropic aims to break even by 2028, a contrast to OpenAI’s far larger long-term commitments and a projected $74 billion operating loss that year, intensifying questions about AI financing and power capacity.