Anthropic on Wednesday said it had signed an ambitious new data center partnership with U.K.-based neocloud provider Fluidstack, committing $50 billion to building facilities across the U.S. to meet its growing compute needs.
The data centers will be located in Texas and New York, and come online throughout 2026. The company described the sites as “custom built for Anthropic with a focus on maximizing efficiency for our workloads.”
“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before,” Anthropic’s CEO and co-founder Dario Amodei (pictured above) said in a statement. “Realizing that potential requires infrastructure that can support continued development at the frontier.”
Because of the intense compute demands of Anthropic’s Claude family of models, the company is already engaged in significant cloud partnerships with both Google and Amazon (which is also an investor). But this is the company’s first major effort to build custom infrastructure. The $50 billion outlay, while large, is in line with the company’s internal revenue projections, which reportedly see Anthropic reaching $70 billion in revenue and $17 billion in positive cash flow by 2028.
While $50 billion represents a massive commitment in both cash and compute power, it is nonetheless dwarfed by similar projects from Anthropic’s competitors. Meta has committed to building $600 billion worth of data centers over the next three years, while the Stargate partnership between SoftBank, OpenAI and Oracle has already planned $500 billion in infrastructure spending. The spending has fueled concerns about an AI bubble due to flagging demand or even misallocated spending.
The project marks a major success for Fluidstack, a relatively young neocloud company that has become a vendor of choice in the AI building boom. Founded in 2017, the company was named in February as the primary partner for a 1 gigawatt AI project backed by the French government, which represented more than $11 billion in spending. According to Forbes, the company already has partnerships in place with Meta, Black Forest Labs, and France’s Mistral.
Fluidstack was also one of the first third-party vendors to receive Google’s custom-built TPUs, a major vote of confidence for the company.
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