Anthropic announced plans Wednesday to spend $50 billion on U.S. artificial intelligence infrastructure buildout, starting with custom data centers in Texas and New York.
The facilities, which will be designed to support the company's rapid enterprise growth and its long-term research agenda, will be developed in partnership with Fluidstack.
Fluidstack is an AI cloud platform that supplies large-scale graphics processing unit (GPU) clusters to clients like Meta, Midjourney, and Mistral.
Additional sites are expected to follow, with the first locations going live in 2026. The project is expected to create 800 permanent jobs and more than 2,000 construction roles.
The investment positions Anthropic as a major domestic player in physical AI infrastructure at a moment when policymakers are increasingly focused on U.S.-based compute capacity and technological sovereignty.
"We're getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren't possible before. Realizing that potential requires infrastructure that can support continued development at the frontier," said CEO Dario Amodei. "These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."
The move comes as Anthropic rival OpenAI pushes forward with an aggressive buildout of its own. The ChatGPT maker has secured more than $1.4 trillion in long-term infrastructure commitments through deals with Nvidia , Broadcom , Oracle , and the major cloud providers, including Microsoft , Google , and, most recently, Amazon .
The scale of that spending has raised questions about whether the U.S. has the power capacity and industrial backbone to deliver on such promises, and whether the AI sector is drifting into bubble territory.