Anthropic on Wednesday announced plans to spend $50 billion building out artificial intelligence infrastructure in the United States, starting with custom data centers in Texas and New York.
The facility is designed to support the company’s rapid corporate growth and long-term research agenda and will be developed in partnership with Fluidstack.
Fluidstack is an AI cloud platform that provides large-scale graphics processing unit (GPU) clusters to clients such as Meta, Midjourney, and Mistral.
Additional locations are planned, with the first scheduled to be operational in 2026. The project is expected to create 800 permanent jobs and more than 2,000 construction-related roles.
This investment positions Anthropic as a leading domestic player in physical AI infrastructure at a time when policymakers are increasingly focused on U.S.-based computing power and technological sovereignty.
“We are moving closer to AI that can accelerate scientific discovery and help solve complex problems in ways never before possible. To realize the potential, we need an infrastructure that can support continued development at the front lines,” said CEO Dario Amodei. “These sites will help build more capable AI systems that can fuel these breakthroughs while creating American jobs.”
The move comes as Anthropic’s rival OpenAI is aggressively building out its own. ChatGPT maker secured over $1.4 trillion in long-term infrastructure contracts through deals with Nvidia, broadcom, oracle and major cloud providers microsoft, googleand recently, Amazon.
The scale of that spending raises questions about whether the U.S. has the power capacity and industrial backbone to deliver on such promises, and whether the AI sector is drifting into bubble territory.
Anthropic serves more than 300,000 businesses, with enterprise customers driving most of its revenue.
The number of large accounts generating more than $100,000 per year has increased nearly sevenfold over the past year. Anthropic expects to break even by 2028, according to internal forecasts obtained by The Wall Street Journal, well ahead of OpenAI, which forecasts an operating loss of $74 billion in the same year.
To support that trajectory, Anthropic leveraged Fluidstack to build custom facilities optimized for its AI workloads, citing the company’s speed and ability to deliver gigawatts of power on short schedules.
In parallel, Amazon opened a dedicated data center campus for Anthropic on 1,200 acres in Indiana.
The $11 billion facility is already operational and many competitors are still expected to be the data center of the future. Anthropic also expanded its computing contract with Google by tens of billions of dollars.
The move comes as the federal government’s role in funding AI infrastructure comes under fire.
Open AI last week asked the Trump administration to expand key CHIPS Act tax credits to include AI data centers and power grid components such as transformers, according to a letter obtained by Bloomberg.
The request followed a backlash over comments by CFO Sarah Friar that hinted at the idea of a government “backstop” to OpenAI computing deals.
Although the company later withdrew its proposal for federal guarantees, the episode highlighted the political and financial uncertainty surrounding who will fund U.S. AI infrastructure and how.
WATCH: SoftBank’s exit from Nvidia accelerates OpenAI push despite widening losses and fierce competition from Anthropic
