Anthropic announced a $50 billion partnership with U.K.-based neocloud provider Fluidstack to build new data centers across the U.S. The facilities, planned in Texas and New York, will be operational throughout 2026 and are designed to handle the company’s growing demand for custom AI data processing.
“These data centers are custom-built for Anthropic, with efficiency optimized for our workloads,” said Dario Amodei, CEO and co-founder. “Access to high-performance infrastructure is crucial for developing AI that can accelerate scientific discovery and solve complex problems.”
The investment reflects Anthropic’s commitment to custom AI data infrastructure. While the company currently partners with Google and Amazon for cloud computing, this is its first major step toward owning dedicated facilities. The new centers are expected to support the Claude family of models, which require massive computational power.
Anthropic anticipates generating $70 billion in revenue and $17 billion in positive cash flow by 2028. The $50 billion infrastructure project, though significant, is smaller than competitors’ spending. Meta plans $600 billion in data center construction, and the Stargate initiative by SoftBank, OpenAI, and Oracle targets $500 billion. Experts caution that such rapid expansion could signal an AI infrastructure bubble if demand falters or resources are misallocated.
Fluidstack, founded in 2017, will manage the new data centers. The neocloud company has previously partnered with Meta, Black Forest Labs, and France’s Mistral, and is known for its 1-gigawatt AI project backed by the French government. Google has also recognized Fluidstack’s capabilities, granting the company early access to custom TPUs (Tensor Processing Units).
This partnership is expected to streamline Anthropic’s custom AI data processing and enhance model performance. The project underscores the growing importance of dedicated AI infrastructure in the race for advanced artificial intelligence capabilities.
By building its own tailored data centers, Anthropic aims to maintain competitive advantage, improve efficiency, and accelerate AI innovation while meeting the rising global demand for specialized AI computation.
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