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[AI]New data centre projects mark Anthropic’s biggest US expansion yet


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New US data centre projects in Texas and New York will receive $50 billion in new funding, part of a plan to grow US computing capacity for advanced AI work. The facilities, built with Fluidstack, are designed for Anthropic’s systems and will focus on power and efficiency needs that come with training and running large models across these data centre sites.

Fluidstack provides large GPU clusters to companies such as Meta, Midjourney, and Mistral. The partnership reflects a wider push across the tech industry this year, as many firms increase spending on US infrastructure while the Trump administration urges companies to build and invest inside the country. These moves show how much demand there is for US data centre capacity as AI workloads grow.

In January, President Donald Trump instructed his administration to craft an AI Action Plan aimed at making “America the world capital in artificial intelligence.” Several firms later outlined major AI and energy spending plans during Trump’s tech and AI summit in July, many of which involved expanding US data centre operations or securing more compute across the country.

The new sites are expected to bring about 800 full-time jobs and 2,400 construction jobs. They are scheduled to come online in phases through 2026 and are meant to support the goals in the AI Action Plan by strengthening domestic compute resources. Company leaders say they want these projects to create stable jobs and improve America’s position in AI research by adding more US data centre capacity.

The investment also comes at a time when lawmakers are paying closer attention to where high-end compute capacity sits and how much of it stays in the US. Anthropic’s growing US data centre footprint places the company among the largest builders of physical AI infrastructure in the country, reinforcing the push to keep more AI development rooted in the US rather than overseas.

“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before. Realising that potential requires infrastructure that can support continued development at the frontier,” said Dario Amodei, CEO and co-founder of Anthropic. “These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs.”

Anthropic’s move comes as OpenAI builds out its own network. The ChatGPT maker has secured more than $1.4 trillion in long-term commitments through partners such as Nvidia, Broadcom, Oracle, and major cloud platforms like

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,
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. 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 firms compete for space, energy, and equipment tied to US data centre growth.

Anthropic says its growth has been driven by its technical staff, its focus on safety work, and its research on alignment and interpretability. Claude is now used by more than 300,000 business customers, and the number of large accounts—those producing more than $100,000 in yearly revenue—has grown almost seven times over the past year.

Internal projections reported by The Wall Street Journal suggest the company expects to break even by 2028. OpenAI, by comparison, is said to be projecting $74 billion in operating losses that same year. To keep up with rising demand, Anthropic chose Fluidstack to build facilities tailored to its hardware needs, pointing to the company’s speed and its ability to deliver large-scale power capacity on tight timelines.

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

Anthropic says this level of spending is needed to support fast-rising usage while keeping its research momentum. The company also plans to focus on cost-efficient ways to scale.

Earlier this fall, the firm was valued at $183 billion. It is backed by Alphabet and

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, and a separate 1,200-acre data centre campus built for Anthropic by
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in Indiana is already in operation. That $11 billion site is running today, while many others in the sector are still in planning stages. Anthropic has also expanded its compute arrangement with
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by tens of billions of dollars.

These developments come as the federal government’s role in AI infrastructure funding becomes more contested. Last week, OpenAI asked the Trump administration to broaden a CHIPS Act tax credit so it would cover AI data centres and grid equipment such as transformers, according to a letter reported by Bloomberg. The request followed criticism over earlier comments from CFO Sarah Friar, who mentioned the possibility of a government “backstop” for the company’s compute deals. OpenAI has since stepped away from the idea, but the episode highlighted ongoing uncertainty over how America’s AI infrastructure will be financed — and who will pay for it.

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