Anthropic stakes $50B on U.S. data centers as AI infrastructure race escalates

Anthropic has launched a $50 billion push to build its own U.S. data centers with UK partner Fluidstack, beginning in New York and Texas. The move marks a shift from relying solely on AWS and Google Cloud, giving the company room to tailor infrastructure for its Claude models. Analysts say the real test will be how quickly these campuses come online, as grid constraints and supply bottlenecks increasingly shape the AI infrastructure race.