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CLAUDE COMPUTING

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

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.

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Rani Molla

Report: Microsoft weighs Xbox spin-off amid major overhaul

Microsoft is reportedly considering spinning out or restructuring its struggling Xbox unit, per The Information. While new Xbox CEO Asha Sharma, who took over in February, is preparing for layoffs, shes simultaneously planning to boost investment in its biggest franchises like “Halo,” “Fallout,” and “Minecraft.”

The latest potential shake-up comes as the gaming division battles major headwinds, following a massive 33% plunge in Q3 console sales and a recent move to slash Game Pass prices while removing new Call of Duty titles.

The latest potential shake-up comes as the gaming division battles major headwinds, following a massive 33% plunge in Q3 console sales and a recent move to slash Game Pass prices while removing new Call of Duty titles.

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Anthropic’s Mythos gets tired, hates bad users, and wants to be thanked

Reminder: these models are not people, they don’t think, and when you close the tab, the model isn’t pondering your last interaction.

Jon Keegan6/11/26
Oracle Stock's Rises Sharply After Reporting Ultra High Demand For Cloud Computing Services

Oracle is trying really hard to convince investors it won’t have a debt problem

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