Anthropic gets into the data center business, pledging $50 billion

Buoyed by brisk business sales, Anthropic is investing in its first custom-built data centers, with sites in New York and Texas, partnering with Fluidstack.

Jon Keegan

11/12/25 11:32AM

After watching Meta, Amazon, xAI, and OpenAI spend billions on massive AI data centers, Anthropic is getting into the game.

Today the company announced a partnership with AI infrastructure specialist Fluidstack to build its first two data centers, one in New York and one in Texas, “with more sites to come.” The move to build its own, costly data centers comes after engaging in several large cloud computing partnerships. Anthropic recently announced a partnership with Google for cloud computing worth “tens of billions,” and has had a long relationship with major investor Amazon, including as a key customer for its massive Project Rainier data center.

Anthropic said the project will create about 800 permanent jobs and 2,400 construction jobs. The facilities are expected to come online in 2026.

In a press release, the company said:

“The scale of this investment is necessary to meet the growing demand for Claude from hundreds of thousands of businesses while keeping our research at the frontier. We’ll continue to prioritize cost-effective, capital-efficient approaches to achieving this scale as our growth continues.”

The announcement also name-checked the Trump administration’s AI Action Plan. This is noteworthy, as Semafor recently reported that Anthropic’s resistance to allowing its Claude AI models to be used for surveillance was irking the White House.

Anthropic has reportedly boosted its internal revenue forecasts, as lower costs enabled by diversifying away from Nvidia chips have increased profit margins.

Produce At Whole Foods Market's Flagship Store

Amazon says it’s doubling down on opening Whole Foods stores. That sounds familiar.

The company says it’ll open 100 Whole Foods locations in the next few years. That sounds similar to plans Whole Foods’ CEO laid out for opening 30 stores a year in 2024. Since then, it appears to have added 14, total.

Rani Molla49m

One year after the DeepSeek freak, the AI industry has adjusted and roared back

A look back at how the Chinese startup shattered conventions, changed the way Big Tech thought about AI, and blew a $1 trillion hole in the stock market that got filled right back up... and then soared to new levels.

Jon Keegan2h

Jon Keegan4h

Georgia lawmakers introduce data center construction moratorium amid statewide pushback

More and more communities across the US are wrestling with the pros and cons of having a data center come to town. Georgia has become a hotspot of resistance to the data centers planned by Big Tech, according to a new report from The Guardian. The Atlanta metro area led the nation in data center construction in 2024.

Georgia state representatives introduced legislation that would place a one-year moratorium on data center construction in the state. Ten Georgia municipalities have already passed local bans on data centers.

Per the report, at least three other states have seen similar data center moratorium legislation introduced in the last week, including Maryland and Oklahoma.

Georgia leads push to ban datacenters used to power America’s AI boom

Per the report, at least three other states have seen similar data center moratorium legislation introduced in the last week, including Maryland and Oklahoma.

Rani Molla

Tesla’s Robotaxi is way cheaper than Uber, Lyft, or Waymo — but you’ll have to wait a lot longer for one

New data from ride-share comparison app Obi shows how much cheaper and less available Tesla’s autonomous ride-share service is.

Self Driving Taxi Company Waymo Voluntarily Issues Software Recall Over Cars Not Stopping For School Buses

Rani Molla5h

Corning soars after striking deal to sell up to $6 billion in optical infrastructure to Meta

Glass company Corning is soaring in early trading after announcing a $6 billion deal with Meta to provide its data centers with fiber-optic cable products. Thanks to a string of big tech deals — including partnerships with Broadcom and Apple — Corning’s stock is up about 100% over the past year.

A 175-year-old glass manufacturer, Corning is known for its Gorilla Glass, used in smartphone and laptop screens. It was known in the past for its iconic blue cornflower CorningWare ceramics, a consumer cookware business it spun off in the 1990s.

In an interview, Corning CEO Wendell Weeks told CNBC that he thinks “next year the hyperscalers will be our biggest customers,” amid demand from tech giants including Google and Microsoft.