All compute deals

Anthropic / Fluidstack

Announced 2025-11-12 · Undisclosed · $50B

Anthropic announced a $50B investment in U.S. computing infrastructure, building data centers with Fluidstack in Texas and New York. The announcement says Fluidstack can deliver gigawatts of power but does not state a megawatt figure. This is an infrastructure build, not a cloud offtake.

Delivery target: Sites coming online through 2026

Assess the delivery assumptions

Check the site, power connection, permits, and delivery milestones behind this agreement with GreenCIO.