Anthropic announces $50 billion data center plan

Anthropic, the AI research company behind the Claude family of models, announced on Wednesday that it will invest $50 billion in new U.S. data centres through a partnership with the U.K.-based neocloud provider Fluidstack.

The facilities will be located in Texas and New York and are slated to come online throughout 2026, with each site “custom built for Anthropic with a focus on maximizing efficiency for our workloads,” the company said in a statement.

“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before,” said Anthropic CEO and co-founder Dario Amodei. “Realizing that potential requires infrastructure that can support continued development at the frontier.”

Anthropic’s Biggest Infrastructure Investment Yet

While Anthropic already relies on Google Cloud and Amazon Web Services (both of which are investors) for its computing needs, this marks its first large-scale custom data centre build-out.

The $50 billion commitment aligns with the company’s internal growth targets, which project $70 billion in annual revenue and $17 billion in positive cash flow by 2028, according to reports.

Even so, Anthropic’s investment is dwarfed by its competitors:

• Meta has pledged $600 billion toward data-centre expansion over the next three years.
• The Stargate project — a $500 billion AI infrastructure partnership between OpenAI, Oracle, and SoftBank — is also underway.

Analysts say the spending spree highlights the escalating AI infrastructure race, but has also raised concerns about a potential AI investment bubble if demand plateaus or capacity becomes oversupplied.

A Major Win for Fluidstack

The deal is a milestone for Fluidstack, a fast-growing “neocloud” provider founded in 2017 that has quickly become one of the AI industry’s top infrastructure partners.

Earlier this year, the company was named the primary partner for a 1-gigawatt French AI data-centre project worth more than $11 billion. It already counts Meta, Black Forest Labs, and Mistral among its clients.

Fluidstack was also one of the first third-party providers to deploy Google’s custom TPUs, cementing its reputation as a trusted vendor in the high-performance AI compute market.

With Anthropic’s commitment, the company is now positioned to become a key player in the next phase of global AI infrastructure.