Compute · the Ledger · Capacity contract
Anthropic announces a $50B investment in US data centers built with Fluidstack in Texas and New York
Announced · announced 12 Nov 2025 · the week to 14 Nov 2025
- Size
- $50B
$50B investment headline; contract structure, term and capacity not disclosed.
The parties
- Anthropiccompany pageBuyer
- Fluidstackcompany pageProvider
The source
Anthropic announcement, 2025-11-12Company press release
Sites coming online through 2026.
The same parties, other deals
- An unnamed AI lab commits to a 10-year Barber Lake lease following Fluidstack's term, ~$5.2B; Fluidstack lease re-phased$5.2B · 25 Sept 2026
- Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%$11.6B · 24 Sept 2026
- Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
- Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropicundisclosed · 22 Jul 2026
- Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
- Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026