Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers (www.cnbc.com)

Anthropic announced a $50 billion U.S. AI infrastructure buildout, kicking off with custom data centers in Texas and New York developed with GPU-cloud partner Fluidstack. The first sites are expected online in 2026 and the program will create about 800 permanent jobs and 2,000+ construction roles. Facilities are being designed and optimized for large-scale AI workloads—Fluidstack is being tapped for its ability to deliver gigawatts of power on compressed timelines—while Anthropic continues to expand cloud compute deals (including a big extension with Google) and runs an $11 billion Amazon-hosted campus in Indiana. The investment signals a strategic push to own domestic compute capacity as Anthropic scales enterprise offerings (serving 300,000 businesses and sharply growing large accounts) and aims to break even by 2028. It also intensifies competition with OpenAI’s massive, industry-wide infrastructure commitments and feeds into policy debates about U.S. technological sovereignty, grid capacity, and possible federal support (e.g., CHIPS Act tax-credit discussions). Technically, the emphasis on custom, power-dense sites highlights the sector’s growing demand for specialized facilities and supply-chain capacity to sustain next-generation model training and enterprise inference at scale.