New data centre projects mark Anthropic’s biggest US expansion

New US data center projects in Texas and New York will get $50 billion in new funding, as part of a plan to grow US computing capacity for advanced artificial intelligence businesses. The facilities, built using Fluidstack, are designed for Anthropic Systems and will focus on the power and efficiency needs that come with training and running large models across these data center locations.

Fluidstack supplies large GPU stacks to companies like Meta, Midjourney, and Mistral. The partnership reflects a broader push across the tech industry this year, as many companies increase spending on U.S. infrastructure while the Trump administration urges companies to build and invest inside the country. These moves demonstrate the demand for U.S. data center capacity as AI workloads grow.

In January, President Donald Trump instructed his administration to formulate an AI action plan aimed at making “America the AI ​​capital of the world.” Several companies later outlined major AI and energy spending plans during Trump’s technology and AI summit in July, many of which included expanding U.S. data center operations or securing more computing across the country.

The new sites are expected to create approximately 800 full-time jobs and 2,400 construction jobs. It is scheduled to be brought online in phases until 2026 and aims to support the goals set out in the AI ​​Action Plan by enhancing local computing resources. Company leaders say they want these projects to create stable jobs and improve America’s standing in artificial intelligence research by adding more U.S. data center capacity.

The investment also comes at a time when lawmakers are paying close attention to where and how much cutting-edge computing power remains in the United States. Anthropic’s growing U.S. data center footprint places the company among the country’s largest builders of physical AI infrastructure, strengthening the pressure to keep more AI development rooted in the United States rather than abroad.

“We are moving closer to artificial intelligence that can accelerate scientific discoveries and help solve complex problems in ways never before possible,” said Dario Amodei, CEO and co-founder of Anthropic. “Realizing this potential requires infrastructure that can support continued development at the frontier.” “These sites will help us build more capable AI systems that can drive these breakthroughs, while creating American jobs.”

Anthropic’s move comes as OpenAI builds its own network. The maker of ChatGPT has secured more than $1.4 trillion in long-term commitments through partners like Nvidia, Broadcom, and Oracle, and major cloud platforms like Microsoft, Google, and Amazon. The scale of these plans has raised questions about whether the US power grid and related industries can support such rapid expansion, especially as more companies compete for space, energy and equipment associated with the growth of US data centers.

Anthropic says its growth has been driven by its technical staff, its focus on safety work, and its research on harmonization and interpretability. Cloud is now used by more than 300,000 business customers, and the number of large accounts — those generating more than $100,000 in annual revenue — has increased nearly seven-fold over the past year.

The internal expectations you mentioned The Wall Street Journal It indicates that the company expects to break even by 2028. In comparison, OpenAI is said to expect operating losses of $74 billion in the same year. To keep up with growing demand, Anthropic chose Fluidstack to build facilities specifically designed to meet its hardware needs, citing the company’s agility and ability to deliver large-scale power capacity on tight timelines.

“We chose Fluidstack as our partner for its ability to move with exceptional agility, enabling rapid delivery of gigawatts of power,” said an Anthropic leader. Gary Wu, co-founder and CEO of Fluidstack, added: “Fluidstack was built for this moment. We’re proud to partner with leading AI leaders like Anthropic to accelerate and deploy the infrastructure needed to realize their vision.”

Anthropic says this level of spending is necessary to support rapidly increasing usage while maintaining the momentum of its research. The company also plans to focus on cost-effective expansion methods.

Earlier this fall, the company was valued at $183 billion. It is backed by Alphabet and Amazon, and there is already a separate 1,200-acre data center campus built for Anthropic by Amazon in Indiana. This $11 billion site is in operation today, while many other sites in this sector are still in the planning stages. Anthropic also expanded its algorithmic arrangements with Google by tens of billions of dollars.

These developments come as the federal government’s role in funding AI infrastructure becomes more controversial. Last week, OpenAI asked the Trump administration to expand the CHIPS Act tax credit to cover AI data centers and network equipment such as switches, according to a letter cited by OpenAI. Bloomberg. The request follows criticism over earlier comments from chief financial officer Sarah Friar, who mentioned the possibility of government “backing” for the company’s computing deals. OpenAI has since moved away from that idea, but the incident highlighted ongoing uncertainty about how America’s AI infrastructure will be funded, and who will pay for it.

(Photo by Scott Blake)

See also: Google unveils its own version of Apple AI cloud

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