Anthropic will invest US$50 billion (A$76.4 billion) into building data centres in the United States, as it seeks to scale up its research and development.
The first data centres will be built in Texas and New York, in partnership with artificial intelligence infrastructure operator Fluidstack. These sites will begin opening in 2026, Anthropic said.
“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before. Realising that potential requires infrastructure that can support continued development at the frontier,” said Anthropic CEO Dario Amodei.
“These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs.”
The data centres will create around 800 permanent jobs and 2,400 construction jobs, according to Anthropic.
The infrastructure will be custom-built for Anthropic to run AI tools like its Claude assistant.
Claude was integrated into Microsoft’s 365 services last month. The company also said it would expand Claude’s agentic skills, improving its performance on autonomous computing tasks, and launched its cheaper Haiku 4.5 model.
Anthropic expects to break even for the first time in 2028, the Wall Street Journal reported this week. It also reportedly plans for $70 billion in revenue that year.
In 2025, Anthropic projects that it will spend almost $3 billion, compared with $4.2 billion in sales. It currently has more than 300,000 business customers, it said.
Chief rival OpenAI announced in September that it would build five new U.S. data centres under its Stargate infrastructure venture, which has so far secured more than $400 billion in investment for the next three years.
