Anthropic reveals record $895B AI infrastructure spending plan through 2045

Anthropic unveiled an $895 billion AI infrastructure spending plan running through 2045, the largest capital commitment disclosed by an AI developer to date. The multi-decade outlay is aimed at scaling compute capacity for its models, a signal that frontier AI firms expect demand to keep compounding well beyond current buildout cycles. The scale of the plan matters for the broader tech and crypto markets because AI data-center demand has become a key driver of energy, semiconductor and decentralized compute narratives. What to watch next is how Anthropic phases the spending, which suppliers and cloud partners capture the buildout, and whether rival labs respond with comparable commitments.