Anthropic has launched a plan to spend about $50 billion on U.S. AI infrastructure, beginning with customised data centres in Texas and New York. Built in partnership with Fluidstack, the facilities aim to support fast enterprise growth and long-term research.
Fluidstack provides large-scale GPU clusters through its AI cloud platform for clients including Meta, Midjourney, and Mistral. First locations are slated to be operational in 2026, with around 800 permanent jobs and over 2,000 construction roles expected to accompany the project.
The move heights Anthropic as a major domestic player in physical AI infrastructure amid policy focus on U.S. compute capacity and technological sovereignty. CEO Dario Amodei emphasised that robust infrastructure is essential to realise AI breakthroughs while creating American jobs.
OpenAI is pursuing a parallel expansion, securing long-term commitments valued at over $1.4 trillion with Nvidia, Broadcom, Oracle, and major cloud providers, including Microsoft, Google, and Amazon. This scale has sparked debate over whether the U.S. can deliver such capacity and whether the sector risks a bubble.
Anthropic serves more than 300,000 businesses, with enterprise clients accounting for most revenue. The number of large accounts—those earning more than $100,000 annually—has surged nearly sevenfold in the past year. The Wall Street Journal reports internal projections that Anthropic may break even by 2028, earlier than OpenAI’s forecast.
Fluidstack will tailor facilities to specific AI workloads, delivering rapid construction and substantial power. Separately, Amazon has opened an 1,200-acre data-centre campus in Indiana for Anthropic, an $11 billion project already running, while Anthropic has expanded its compute deal with Google by tens of billions of dollars.
Policy debates about AI infrastructure funding continue. OpenAI has urged widening the CHIPS Act tax credit to include AI data centres and grid components, following remarks by its CFO about a potential government backstop for compute deals.