Anthropic invests $50 billion in American AI infrastructure (www.anthropic.com)

Anthropic announced a $50 billion investment to build American AI computing infrastructure, starting with custom data centers in Texas and New York in partnership with Fluidstack, with additional sites planned and units coming online throughout 2026. The buildout is expected to create about 800 permanent jobs and 2,400 construction jobs, and is explicitly framed as supporting U.S. AI leadership and the administration’s AI Action Plan. Anthropic says the capacity boost is needed to serve Claude’s more than 300,000 business customers and a sevenfold rise in large accounts while continuing frontier research in safety, alignment and interpretability. Technically, Anthropic emphasizes facilities optimized for its workloads and the rapid delivery of “gigawatts” of power via Fluidstack’s agile approach—signaling an emphasis on high power density, efficiency and scale tailored to large-model training and inference. For the AI/ML community this move underlines a trend toward vertical integration (operators building bespoke hardware estates rather than relying solely on hyperscaler clouds), which can lower running costs, increase throughput and reduce latency for large models, and give developers tighter operational control for safety and research experiments. The investment therefore accelerates Anthropic’s capacity to iterate on more capable models while strengthening U.S. on‑prem AI infrastructure.