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Anthropic (ANTHROPIC), an AI startup backed by Amazon (AMZN), announced on Wednesday that it plans to invest $50 billion in developing computing infrastructure and data centers across the U.S.
“These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."
– Dario Amodei, co-founder and CEO, Anthropic
On Stocktwits, retail sentiment around Anthropic – which is not a publicly listed company – was in the ‘extremely bullish’ zone, accompanied by ‘high’ levels of chatter.
The AI startup said that the facilities will be custom-built for Anthropic, designed to optimize the company’s AI workloads and accelerate research and development. The plan targets major hubs in Texas and New York with long-term expansions expected. The project is expected to create roughly 800 permanent jobs and 2,400 construction positions, with facilities coming online throughout 2026.
The company’s management stated that the investment aligns with the Trump administration’s AI Action Plan, which aims to maintain U.S. leadership in artificial intelligence and strengthen domestic technology infrastructure.
“We’re getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren’t possible before,” said Dario Amodei, CEO and co-founder of Anthropic. “Realizing that potential requires infrastructure that can support continued development at the frontier.”
The investment positions Anthropic in direct competition with industry giants like OpenAI, Microsoft (MSFT), Google (GOOG) (GOOGL), and Meta Platforms (META), which have collectively invested hundreds of billions of dollars in AI compute capacity worldwide this year.
However, the timing comes amid investor concerns over the capital intensity and long-term profitability of AI infrastructure, highlighted by recent market jitters around big tech spending on cloud and AI.
Read also: OpenAI Accuses Times Of Overreach In Demand For 20 Million Private ChatGPT Conversations
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