Anthropic to Spend $50 Billion Building US Data Centers
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This is Bloomberg Tech coming up. Anthropic plans to spend 50 billion dollars to build AI data centers in the US. Plus, data center demand helps AMD shares jump as it predicts accelerating sales growth over the next five years. And Woo is considering a potential IPO in the next two years. According to its CEO, we'll have the details. Okay, let's get on to our top story. Anthropic plans to spend $50 billion to build custom data centers for AI work in several US locations, including Texas and New York. This is the latest expensive pledge for infrastructure. to support the AI boom. Bloomberg's AI editor, Seth Figerman, joins us for more. There are some details worth understanding and knowing about in what Anthropic plans to do with this $50 billion over which timeline and with who, but there's also some consideration around how big this $50 billion is relative to the rest of the field.
That's right. You know, I think in one sense, if you had said a year or two ago that a four-year-old unprofitable startup was going to commit $50 billion to an infrastructure project, you said that's enormous and possibly insane. But when you compare it to the $1.4 trillion that OpenAI has committed, it feels much more measured. And I do think that is very much the subtext of a lot of this. Anthropic is clearly taking a page from OpenAI in terms of the scale of infrastructure required to build infrastructure. what it wants to build, but I think it also wants to show that it's perhaps a more fiscally responsible company in doing this in order of magnitude less at the moment.
They've raised $13 billion recently. They're worth $183 billion, and they've had a really good track record with business and enterprise sales, 300,000 business customers. But what's interesting is the business they're doing with other people. They're using a U.K. company to build out in the U.S., Seth.
That's right. I mean, Fluidstack is really not a household name here. I mean, it's part of that emerging sector of neoclouds, but not nearly as well known as Coreweave or even Nebius. But, you know, it's an up and coming company that we've previously reported in talks for a large amount of funding. And it's been central to a French effort to build a supercomputer over there. But again, more untested, perhaps, than some other partners you might announce here.
It's one of the stories where it's what we do not know that's worth consideration. So they're not telling us the total gigawatt figure for the footprint in the United States. And at the same time, they're heavily reliant on these hyperscale partners, Amazon, AWS, and Google, to give them the compute they need away from this plan to build $50 billion of capacity.
Yeah, and I think, again, if you look at their nearest rival, OpenAI, the answer is sort of it takes everything and everyone to build what they want to build here.
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