Anthropic to Invest $50 Billion in U.S. Data Center Expansion

Anthropic has announced a $50 billion investment to build custom AI data centers across the United States in partnership with UK-based Fluidstack, marking the company’s first major infrastructure project outside of public cloud providers.

The initial facilities will launch in Texas and New York, with operations expected to begin throughout 2026. Fluidstack will construct the gigawatt-scale data centers optimized specifically for Anthropic’s AI workloads, including its Claude AI models. The partnership will support the company’s growing enterprise business and long-term research initiatives.

Infrastructure Strategy Shifts From Cloud Dependence

The move is a strategic pivot for Anthropic, which previously relied on Amazon Web Services and Google Cloud for computing infrastructure. The company selected Fluidstack for its ability to deliver gigawatt-scale power capacity within compressed timeframes. Fluidstack specializes in building custom AI data centers with specialized interconnects and cooling systems, then selling capacity as a managed service.

The project will create 2,400 construction jobs and 800 permanent positions once operational. Anthropic frames the investment as critical to maintaining U.S. leadership in artificial intelligence while meeting demand from hundreds of thousands of businesses using Claude.

Fluidstack brings experience from previous partnerships with Meta, Mistral Technologies, and Black Forest Labs, including a 1-gigawatt AI project in France backed by the French government. The company was founded in 2017 and has established momentum serving major AI companies requiring large-scale custom infrastructure.

Enterprise Growth Fuels Expansion Plans

Anthropic’s infrastructure push follows exceptional revenue growth in 2025. The company’s run-rate revenue reached over $5 billion by August 2025, up from approximately $1 billion at the start of the year. In the first half of 2025, Anthropic signed more than 150 enterprise contracts each valued above $10 million annually.

The company serves over 300,000 business customers, with its top three clients—major financial institutions—each spending over $100 million per year on Claude-powered applications. Enterprise sectors include finance, legal services, healthcare, and technology, with applications spanning document review, compliance automation, and workflow optimization.

Anthropic raised $13 billion in Series F funding in 2025 at a $183 billion post-money valuation, led by ICONIQ Capital with participation from Amazon, Google, Salesforce, and sovereign wealth funds. The company projects reaching breakeven by 2028.

Building proprietary data centers gives Anthropic direct control over performance, cost structure, and hardware configurations rather than competing for capacity with other cloud customers. The infrastructure will support both current Claude models and future research requiring substantial computing resources. Additional data center locations beyond Texas and New York are planned but not yet announced.