Anthropic announced on Wednesday that it has signed an ambitious new data center partnership with the UK-based neocloud provider Fluidstack. The company is committing fifty billion dollars to build facilities across the United States to meet its growing computational needs. The data centers will be located in Texas and New York and are scheduled to come online throughout 2026. Anthropic described the sites as being custom built for its workloads with a focus on maximizing efficiency.
Anthropic’s CEO and co-founder, Dario Amodei, stated that the company is getting closer to developing AI that can accelerate scientific discovery and help solve complex problems in new ways. He emphasized that realizing this potential requires infrastructure capable of supporting continued development at the frontier.
Due to the intense computational demands of Anthropic’s Claude family of AI models, the company already maintains significant cloud partnerships with both Google and Amazon, the latter of which is also an investor. However, this new partnership represents Anthropic’s first major effort to build its own custom infrastructure. The fifty billion dollar outlay, while substantial, aligns with the company’s internal revenue projections, which reportedly forecast seventy billion dollars in revenue and seventeen billion dollars in positive cash flow by 2028.
While fifty billion dollars is a massive commitment, it is notably smaller than similar projects from Anthropic’s competitors. Meta has committed to building six hundred billion dollars worth of data centers over the next three years. Meanwhile, the Stargate partnership between SoftBank, OpenAI, and Oracle has already planned five hundred billion dollars in infrastructure spending. This level of investment has fueled concerns about a potential AI bubble, driven by worries over flagging demand or misallocated capital.
The project is a major success for Fluidstack, a relatively young neocloud company that has become a vendor of choice during the AI building boom. Founded in 2017, the company was named in February as the primary partner for an eleven billion dollar, one gigawatt AI project backed by the French government. According to reports, Fluidstack already has partnerships in place with Meta, Black Forest Labs, and France’s Mistral. The company was also one of the first third-party vendors to receive Google’s custom-built TPUs, which was a major vote of confidence.