Anthropic to spend $50 billion on US data center buildout

Anthropic (ANTH.PVT) connected Wednesday announced it volition walk $50 cardinal to physique retired AI information centers successful Texas and New York. The institution says the information centers volition beryllium constructed with the assistance of Fluidstack, which helps physique retired monolithic GPU clusters.

According to Anthropic, the concern volition make up to 2,400 operation jobs and 800 imperishable positions erstwhile the information centers travel online successful 2026.

"We’re getting person to AI that tin accelerate technological find and assistance lick analyzable problems successful ways that weren’t imaginable before," Anthropic CEO Dario Amodei said successful a statement.

"Realizing that imaginable requires infrastructure that tin enactment continued improvement astatine the frontier. These sites volition assistance america physique much susceptible AI systems that tin thrust those breakthroughs, portion creating American jobs," helium added.

Anthropic said that the information centers are indispensable to conscionable request from "hundreds of thousands of businesses" utilizing its Claude level portion allowing it to proceed to execute probe connected frontier models.

The institution said it volition proceed to prioritize "cost-effective, capital-efficient approaches" to achieving the standard indispensable to conscionable its needs.

Anthropic said it presently serves much than 300,000 concern customers. Its fig of ample accounts with gross tally rates of much than $100,000 has besides grown by astir sevenfold implicit the past year.

Wall Street analysts and investors person begun to rise questions astir however AI companies similar Anthropic tin wage for the billions of dollars successful information centers they're constructing astir the globe.

Those concerns were connected show during AMD's (AMD) Financial Analyst Day connected Tuesday erstwhile analysts repeatedly asked CEO Lisa Su however customers similar OpenAI (OPAI.PVT), which has plans to walk much than $1 trillion connected information centers, volition wage for its buildout.

Su, however, pushed back, saying that if there's capable request for artificial intelligence, determination volition apt beryllium plentifulness of currency to wage for it.

"This is simply a precise unsocial infinitesimal successful AI, and we shouldn't beryllium shortsighted successful reasoning about, 'Hey, are you going to spot returns successful a mates of quarters, oregon are radical going to beryllium funny successful financing it?' If the AI usage grows arsenic overmuch arsenic we expect, I deliberation there's going to beryllium plentifulness of financing," Su added.

In summation to its program to walk $50 cardinal connected its ain information centers, Anthropic precocious inked deals to usage up to 1 cardinal of Google's (GOOG, GOOGL) customized AI chips and an further 1 cardinal of Amazon's (AMZN) customized chips.