Anthropic announces $50 billion data center plan

Anthropic said on Wednesday it has signed an ambitious new data center partnership with UK-based service provider neocloud. fluidstackallocating $50 billion to build facilities across the United States to meet its growing computing needs.

The data centers will be located in Texas and New York, and will be online throughout 2026. The company described The sites are described as “designed specifically for Anthropians with a focus on increasing efficiency for our workloads.”

“We are moving closer to artificial intelligence that can accelerate scientific discoveries and help solve complex problems in ways never before possible,” Anthropic CEO and co-founder Dario Amodei (pictured above) said in a statement. “Realizing this potential requires infrastructure that can support continued development at the border.”

Given the compute-intensive requirements of Anthropic’s Claude model family, the company has already entered into significant cloud partnerships with both Google and Amazon (He is also an investor.) But this is the company’s first major effort to build custom infrastructure. The $50 billion outlay, while significant, is in line with the company’s internal revenue forecast, which is said to see Anthropic hit the market. $70 billion in revenue and $17 billion in positive cash flow by 2028.

While $50 billion represents a massive commitment in both cash and computing power, it is 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 to spend $500 billion on infrastructure. The spending has raised concerns about an AI bubble Due to weak demand or even misallocation of spending.

The project represents a major success for Fluidstack, a relatively young company that has become the go-to supplier in the AI ​​building boom. Founded in 2017, the company was selected in February as a core partner for a 1 GW AI project backed by the French government, which represents an expenditure of more than $11 billion. According to ForbesThe company already has existing partnerships with Meta, Black Forest Labs, and France’s Mistral.

Fluidstack was too One of the first third-party suppliers to source custom-designed TPUs from Googlewhich is a huge vote of confidence for the company.