Bloomberg Intelligence Anthropic Commits $50 Billion to Build AI Data Centers in US
9 snips
Nov 12, 2025 
Caroline Hyde, a Bloomberg technology anchor, shares insights on Anthropic's ambitious $50 billion plan to build AI data centers, creating thousands of jobs. Emily Mason, a fintech reporter, discusses Circle's struggles with declining interest rates affecting its stock, and their innovative strategies to diversify revenue. Mary Ross Gilbert, a retail analyst, reveals surprising resilience in holiday apparel demand despite spending cuts from younger consumers, highlighting trends in e-commerce and off-price retail performance.
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Anthropic's $50B Data-Center Bet
- Anthropic plans to spend $50 billion building custom AI data centers across the U.S., signaling vertical integration in infrastructure.
- Caroline Hyde notes this follows heavy strategic partnerships with Google and AWS and marks a move to own more compute and control costs.
From Cloud Reliance To Owned Infrastructure
- Anthropic historically relied on strategic investments from Google and AWS for cloud and chips, helping cloud providers build their offerings.
- Building owned data centers reduces dependency and positions Anthropic alongside giants spending heavily on AI infrastructure.
Enterprise Traction Fuels Expansion
- Anthropic leads in the enterprise market, especially coding tools, with about 300,000 business customers and stronger revenue growth than OpenAI.
- That enterprise traction supports the firm's rationale for heavy infrastructure investment.