AI基建军备竞赛再升级！Anthropic斥资500亿美元自建AI数据中心

Core Insights - Anthropic plans to invest $50 billion in building customized AI data centers across multiple states in the U.S. to support the AI boom [1] - The project marks Anthropic's first direct involvement in large-scale data center construction, moving away from reliance on cloud partners like Amazon and Google [1] - The data centers aim to strengthen domestic tech infrastructure and maintain the U.S.'s leadership in AI, creating 800 long-term jobs and 2,400 construction jobs [1] Company Overview - Anthropic, founded by former OpenAI employees, positions itself with a focus on trustworthy AI and has gained traction in sectors like finance and healthcare with its Claude chatbot [2] - The company recently raised $13 billion at a valuation of $183 billion and currently serves 300,000 enterprise customers [2] Industry Context - Major tech companies, including OpenAI, Meta, Google, Microsoft, and NVIDIA, are collectively planning to invest hundreds of billions in AI data centers [1] - OpenAI's CFO downplayed concerns regarding the profitability of AI technologies, emphasizing the potential value and applications of AI [2] - Fluidstack, Anthropic's data center partner, is part of the emerging "new cloud" sector, providing computing power rental services specifically for AI development [2]