Anthropic PBC will spend $50 billion to build custom data centers in the U.S. They'll start coming online in 2026 according to the company. OpenAI, Meta Platforms Inc., Google, Microsoft Corp., Nvidia Corp. and other leading tech companies plan to collectively spend hundreds of billions of dollars on data centers to support AI.
Breakdown
- Anthropic announced a $50 billion plan to build and operate U.S. data centers.
- The investment is in partnership with British company Fluid Stack and is smaller than OpenAI's and Meta's data center spending. 18s
- Anthropic's initiative marks a shift from relying on partners like Amazon AWS and Google to developing its own infrastructure. 25s
- Anthropic projects revenues of about $70 billion by fiscal year 2028, compared to OpenAI's $20 billion annual run rate for 2025. 1m 34s
- Industry consensus suggests Anthropic may reach profitability faster than OpenAI due to its capital-light model. 2m 8s