Bloomberg Tech Anthropic to Spend $50 Billion Building US Data Centers
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Nov 12, 2025 Seth Figgerman, Bloomberg AI editor, delves into Anthropic's ambitious $50 billion data center plans, highlighting the industry's reliance on hyperscalers like FluidStack. Nicolas Janvier, from Columbia Threadneedle, explores macro drivers affecting tech stocks, discussing investor perspectives on AI-related capital expenditures. They also touch on market reactions to AI infrastructure investments, the implications of AMD's strong growth projections, and the importance of Fed policy in shaping tech valuations.
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Anthropic's Big Push For Owned AI Capacity
- Anthropic pledged $50 billion to build custom AI data centers in the US to secure more control over infrastructure.
- The company still relies on hyperscalers and neocloud partners while pursuing owned capacity.
Scale Is Relative In AI Infrastructure Bets
- The $50 billion pledge looks large but is smaller in scale compared with OpenAI's $1.4 trillion commitments.
- Anthropic aims to balance scale with fiscal restraint while still depending on AWS, Google and neoclouds.
AMD Prices In A Massive Data Center Boom
- AMD forecasted 35% annual revenue growth and an 80% CAGR in data center sales over 3–5 years, driving a strong stock rally.
- The market sees AMD as a major beneficiary of AI-driven data center demand if buildouts occur.