Anthropic has announced a groundbreaking partnership with the U.K.-based cloud provider Fluidstack, launching a $50 billion initiative to construct advanced data centers across the United States. This substantial investment aims to enhance Anthropic’s computational capabilities to support their expanding artificial intelligence demands.
The first of these data centers will be strategically located in Texas and New York, with operations expected to commence throughout 2026. Anthropic has tailored these facilities specifically for its needs, emphasizing operational efficiency to optimize workload management.
CEO and co-founder Dario Amodei stated, “We’re nearing the goal of creating AI that can expedite scientific breakthroughs and tackle complex challenges like never before. To unlock this potential, we need infrastructure that can sustain our ongoing development at the cutting edge.”
Currently, Anthropic relies on significant cloud collaborations with tech giants Google and Amazon, both of which also invest in the company. However, this marks Anthropic’s first major venture into building dedicated infrastructure. This ambitious $50 billion commitment aligns with internal forecasts predicting revenue growth to $70 billion and a positive cash flow of $17 billion by 2028.
Despite its scale, Anthropic’s investment is modest compared to competitors such as Meta, which plans to invest $600 billion in data centers over the next three years, and the Stargate partnership, which includes SoftBank, OpenAI, and Oracle, with a projected $500 billion in infrastructure expenditures. These extensive investments have sparked discussions concerning a potential AI bubble, driven by declining demand or misdirected spending.
The collaboration with Fluidstack signifies a milestone for the relatively new cloud provider, which has gained traction in the AI infrastructure market. Founded in 2017, Fluidstack was recently selected as the principal partner for a significant 1 gigawatt AI initiative supported by the French government, resulting in over $11 billion in spending. Forbes highlights the company’s existing partnerships with prominent organizations, including Meta, Black Forest Labs, and France’s Mistral. Fluidstack has also been recognized for acquiring Google’s custom-built Tensor Processing Units (TPUs), showcasing the firm’s growing reputation in the industry.
