Fluidstack

The 'Neocloud' represents a third pillar of AI infrastructure, characterized by significant backlogs and offtake agreements, but also presents risks related to capital structure and hyperscaler co-opetition.

Anthropic is allocating $50 billion toward establishing dedicated artificial intelligence data centers in Texas and New York through a partnership with Fluidstack to expand domestic computing capacity.

Anthropic and Fluidstack have committed to a joint $50 billion investment initiative targeting new data center construction, beginning with facilities located in Texas and New York.