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Anthropic Commits $50 Billion to U.S. Data Centers in Texas and New York

The shift aims to control compute costs to meet surging enterprise demand.

Overview

  • Custom sites in Texas and New York, built with partner Fluidstack known for gigawatt‑scale deployments, are slated to come online throughout 2026.
  • Anthropic projects about 800 permanent roles and 2,400 construction jobs tied to the buildout.
  • Anthropic says it serves more than 300,000 business customers, with large accounts up nearly sevenfold over the past year.
  • The company will maintain a multi‑cloud approach, including large chip deals with Google and Amazon and a dedicated Amazon data center campus already operating in Indiana.
  • Internal forecasts reported by the Wall Street Journal target break‑even by 2028, contrasting with reports of OpenAI’s $1.4 trillion commitments and a projected $74 billion loss in 2028, which has intensified scrutiny of AI infrastructure financing.