Anthropic's $600B AI Infrastructure Push: A Bold Move Towards Vertical Integration and Profitability by 2028

November 12, 2025
Anthropic's $600B AI Infrastructure Push: A Bold Move Towards Vertical Integration and Profitability by 2028
  • Initial facilities are slated to go online in 2026, with more sites to follow, supporting enterprise growth and long-term research.

  • Fluidstack will build and manage large-scale GPU clusters to support Anthropic’s workloads, enabling scalable model training and deployment.

  • Fluidstack, a London-based neocloud provider, partners with Anthropic to supply the necessary infrastructure for Claude.

  • Internal projections, cited by The Wall Street Journal, show Anthropic aiming to break even by 2028 as it scales.

  • WSJ-reported projections also position Anthropic’s path to profitability ahead of OpenAI’s expected losses in the same year.

  • Anthropic has released Claude Sonnet 4.5, claiming top coding-test results and the ability to produce fully ready applications, not just prototypes.

  • Building proprietary data centers will give Anthropic greater control over performance, costs, and hardware, with plans for additional sites beyond Texas and New York.

  • The project is framed as meeting rising Claude platform demand while emphasizing cost-effectiveness and sustainability.

  • The data centers are designed to run at scale for Claude workloads, aligning with Anthropic’s research agenda and enterprise ambitions.

  • Industry observers note rivals are pursuing massive AI infrastructure bets, with Meta's rumored $600 billion data-center push and a SoftBank–OpenAI–Oracle Stargate project valued at about $500 billion, signaling a potential AI infrastructure bubble.

  • Anthropic is moving from cloud reliance to owning core infrastructure, signaling a strategic push for vertical integration of compute for training and deploying Claude AI models.

  • Industry data shows cloud providers leasing unprecedented data-center capacity in the third quarter, underscoring strong demand for AI-ready infrastructure.

Summary based on 48 sources


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