Anthropic announces $50B data center plan

 Anthropic announced on Wednesday that it has entered a large-scale data center partnership with U.K.-based neocloud provider Fluidstack, committing $50 billion to build new facilities across the United States to support its growing AI infrastructure needs.

The new data centers, located in Texas and New York, are expected to begin operations throughout 2026. Anthropic said the facilities will be “custom-built to maximize efficiency for our workloads.”

“We’re getting closer to AI that can accelerate scientific breakthroughs and tackle complex problems in ways that were once impossible,” said Dario Amodei, Anthropic’s CEO and co-founder. “Achieving that vision requires infrastructure capable of sustaining frontier-level development.”

Given the heavy computational demands of its Claude AI models, Anthropic already partners with Google Cloud and Amazon Web Services, both of which are also investors in the company. However, this marks Anthropic’s first major step into developing its own dedicated infrastructure.

The $50 billion investment aligns with Anthropic’s internal forecasts, which reportedly project $70 billion in revenue and $17 billion in positive cash flow by 2028.

Despite the scale of the project, Anthropic’s investment is still modest compared to rivals. Meta is planning about $600 billion in data center spending over the next three years, while the Stargate alliance between SoftBank, OpenAI, and Oracle has already outlined $500 billion in infrastructure investment. Such massive spending has raised concerns about a potential AI investment bubble, fueled by speculation and overcapacity risks.

The deal also represents a major win for Fluidstack, a fast-growing player in the AI infrastructure space. Founded in 2017, the company recently became the lead partner for a 1-gigawatt AI project supported by the French government, valued at more than $11 billion. According to Forbes, Fluidstack has also partnered with Meta, Black Forest Labs, and Mistral, further solidifying its reputation as a key vendor in the ongoing AI infrastructure boom.