Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers
Anthropic is all set with its plan to strengthen the AI infrastructure in the USA by spending more than $50 billion, starting with building custom data centers in Texas and New York. According to the plan, different facilities will be developed in partnership with Fluidstack that will support the company’s enterprise growth and help with the long-term research agenda.
Fluidstack is basically an AI cloud platform that supplies GPUs to different technology giants like Microsoft, Midjourney, and Mistral.
While the first location of the new AI infrastructure will go live in 2026, additional sites are also expected to be launched soon. According to the information, the new project will be creating 800 permanent jobs with 2000+ construction roles.
The investment definitely offers a strong position to Anthropic in the game of physical AI infrastructure when most of the policymakers are focusing on US-based compute capacity and technological sovereignty.
Dario Amodei, CEO at Anthropic, said, “We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before. Realizing that potential requires infrastructure that can support continued development at the frontier. These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs.”
The move from Anthropic comes just after OpenAI moves forward with an aggressive build-out of its own. The makers of ChatGPT have successfully secured more than $1.4 trillion in long-term commitments through various deals with different companies like Nvidia, Oracle, Broadcom, Microsoft, Google, and Amazon.
However, such a big investment and spending have raised questions about whether the US really has the power capacity to deliver such infrastructural investment, or it is just a bubble territory.
Anthropic is currently connected to 300,000 businesses worldwide by offering its services. Most of the revenue. At the same time, the number of large accounts that generate more than $100,000 annually has increased by 7 times in the last year. According to the internal projections by The Wall Street Journal indicates that Anthropic is expected to break even by 2028, overtaking OpenAI, which is expected to bear a loss of $74 billion in that same year.
To make sure that Anthropic achieves what is projected for the year 2028, the company has collaborated with Fluidstack to build custom facilities that can optimize the AI workflow and help the firm deliver gigawatts of power seamlessly.
Moreover, Amazon has also opened a dedicated data center for Anthropic on a land area of 1,200 acres in Indiana. While $11 billion facility is already running in the USA, many other competitors are also promising data centers in the near future. Similarly, Anthropic is also expanding its compute deal with Google by tens of billions of dollars.
The move is also backed by the financial support of the federal government towards AI infrastructures. According to a letter obtained by Bloomberg, OpenAI asked the Trump administration to expand a key CHIPS Act tax credit to include AI centers, along with grid components like transformers.
However, the company has since walked back the suggestions of federal guarantees, which surely raises concern over the uncertainty of how and by whom the AI infrastructure of America will be funded.
