Anthropic announces $50 billion data center plan

Anthropic announced a significant $50 billion partnership with U.K.-based neocloud provider Fluidstack to build new data centers across Texas and New York, scheduled to come online throughout 2026. This investment aims to support the intense compute demands of Anthropic’s Claude AI models and advance AI capabilities that can accelerate scientific discovery and solve complex problems. CEO Dario Amodei emphasized the need for robust infrastructure to sustain frontier AI development. While Anthropic’s $50 billion commitment is substantial, it is smaller compared to competitors’ infrastructure investments, such as Meta’s $600 billion data center plan over three years and the $500 billion Stargate partnership involving SoftBank, OpenAI, and Oracle. The surge in AI infrastructure spending has raised concerns about a potential AI bubble. The deal also marks a major milestone for Fluidstack, a relatively young neocloud company founded in 2017, which has quickly become a preferred vendor in the AI sector with partnerships including Meta, Black Forest Labs, and