{"id":"6ab34159-5546-4815-8247-d4d5bd2b0e8a","name":"Fluidstack","slug":"fluidstack","description":"FluidStack is a GPU-cloud operator that has repositioned itself from a marketplace-style aggregator of third-party compute into a build-to-own AI infrastructure developer, marketed on the promise of standing up gigawatt-scale clusters in roughly six months rather than the industry norm of eighteen to twenty-four. Its defining relationship is with Anthropic, which selected FluidStack to lead a roughly $50 billion, multi-site custom data center build across New York and Texas, framing the company less as a peer to on-demand neoclouds like Lambda or CoreWeave and more as a dedicated infrastructure arm for a single frontier lab.\n\nThe company raised an unusually large $830 million Series A in January 2026, relocated its global headquarters from London to New York City, and has been hiring aggressively across power, construction, and hardware disciplines to execute the Anthropic buildout. In Europe it is one of the operators tied to France's national AI push, working with Eclairion and Mistral on the Etché campus and running clusters with Nvidia, Dell and Borealis Data Center; it also arranged GPU financing with Macquarie to seed European research labs.\n\nFluidStack has not published a fleet-wide GPU count or an operational-megawatt figure, and its historical business as a lightweight aggregator on top of colocation partners means public disclosure lags peers like CoreWeave and Nebius. SemiAnalysis awarded it a ClusterMAX Gold rating in 2025, and the Anthropic anchor plus the fresh capital have made it one of the more closely watched private neoclouds heading into 2026.","status":"private","founded":0,"hq":"Undisclosed","hqLat":7.6130084,"hqLng":5.248172,"hqGeocodedAt":"2026-08-23T21:15:59.393Z","hqAddress":null,"hqPrecision":null,"website":"https://fluidstack.com","fundingTotal":"830000000","type":"infrastructure","roles":["data_center_operator"],"reviewStatus":"reviewed","heatIndex":56,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.fluidstack.io","title":"FluidStack corporate site (mission, Anthropic partnership, Series A, HQ move, open roles)"},{"url":"https://www.fluidstack.io/blog","title":"FluidStack blog: Series A, Anthropic, Macquarie financing, Nvidia/Dell/Borealis Europe deployment, DDN/Mistral, ClusterMAX Gold"},{"url":"https://www.anthropic.com/news","title":"Anthropic newsroom (context for the $50B compute build FluidStack was named to lead)"},{"url":"https://sacra.com/c/fluidstack/","title":"Fluidstack revenue, funding & growth","sourceName":"Sacra","publishedAt":"2025-01-01"},{"url":"https://www.stocktitan.net/sec-filings/CIFR/8-k-cipher-digital-inc-reports-material-event-3a0d843f619e.html","title":"Cipher Digital Inc. Form 8-K (Barber Lake Amendment and Commitment) via StockTitan","sourceName":"Cipher Digital Form 8-K via StockTitan","publishedAt":"2026-09-25"},{"url":"https://www.manilatimes.net/2026/09/25/tmt-newswire/globenewswire/cipher-digital-expands-barber-lake-lease-term-to-20-years-increasing-revenue-to-over-9-billion/2433019","title":"Cipher Digital Expands Barber Lake Lease Term to 20 Years, Increasing Revenue to Over $9 Billion","sourceName":"Cipher Digital press release (GlobeNewswire via Manila Times)","publishedAt":"2026-09-25"},{"url":"https://colocationscout.com/news-cipher-barber-lake-20-year-lease.html","title":"Cipher Barber Lake 20-year lease (secondary)","sourceName":"Colocation Scout","publishedAt":"2026-09-25"}],"keyFacts":[{"label":"Headquarters","value":"Relocated global HQ to New York City in 2026 (previously London)","sourceUrl":"https://www.fluidstack.io"},{"label":"Status","value":"private"},{"label":"Type","value":"brain"},{"label":"Series A funding","value":"$830M closed January 2026 (unusually large for a nominal Series A; used to fund the Anthropic build-out and NYC HQ move)","sourceUrl":"https://www.fluidstack.io"},{"label":"Anchor customer","value":"Anthropic selected FluidStack to lead delivery of its ~$50B custom data center program in New York and Texas","sourceUrl":"https://www.fluidstack.io"},{"label":"Delivery pitch","value":"Company markets ability to bring gigawatts of AI compute online in ~6 months versus the industry's 18-24 months","sourceUrl":"https://www.fluidstack.io"},{"label":"Europe footprint","value":"Partner on France's Etché AI campus with Eclairion and Mistral AI; running exascale Nvidia GPU clusters in Europe with Dell and Borealis Data Center","sourceUrl":"https://www.fluidstack.io/blog"},{"label":"GPU financing","value":"Partnered with Macquarie on GPU asset financing to supply AI research labs across Europe","sourceUrl":"https://www.fluidstack.io/blog"},{"label":"Third-party rating","value":"Awarded ClusterMAX Gold by SemiAnalysis (2025), one of the higher tiers in that neocloud audit","sourceUrl":"https://www.fluidstack.io/blog"},{"label":"Hiring / scale signal","value":"267 open roles listed in August 2026 across power, hardware, design, construction and operations, reflecting the pivot from aggregator to build-to-own operator","sourceUrl":"https://www.fluidstack.io"},{"label":"Fleet disclosure","value":"Has not publicly disclosed total operational GPU count, generation mix, or aggregate MW capacity as of August 2026","sourceUrl":"https://www.fluidstack.io"},{"label":"Silicon partners","value":"Nvidia (primary GPU supplier, joint deployments in Europe) and Dell Technologies (systems integrator); no disclosed AMD, Cerebras or Intel Gaudi footprint","sourceUrl":"https://www.fluidstack.io/blog"},{"label":"Positioning","value":"Training-focused; dedicated large-cluster build for a single frontier lab (Anthropic) plus sovereign-AI clusters in Europe, rather than on-demand hourly rental for a long tail","sourceUrl":"https://www.fluidstack.io"},{"label":"Ownership","value":"Private; no ticker","sourceUrl":"https://www.fluidstack.io"},{"label":"Power capacity (planned)","value":"~360 MW contracted (Lake Mariner); ~980 MW total planned"},{"label":"Primary accelerator","value":"NVIDIA H100 / H200 / B200 / GB200"},{"label":"Cipher Barber Lake lease amendment + AI-lab follow-on (Sep 2026)","value":"Company-stated by Cipher ([company-stated](https://www.stocktitan.net/sec-filings/CIFR/8-k-cipher-digital-inc-reports-material-event-3a0d843f619e.html); also [GlobeNewswire PR via Manila Times](https://www.manilatimes.net/2026/09/25/tmt-newswire/globenewswire/cipher-digital-expands-barber-lake-lease-term-to-20-years-increasing-revenue-to-over-9-billion/2433019)): Fluidstack USA II Inc.'s Barber Lake Lease with Cipher was amended Sep 24 2026 alongside Cipher's binding commitment with an unnamed leading AI lab for a separate 10-year lease after Fluidstack's term (aggregate facility contracted term 10→20 years; ~$5.2B incremental / over $9B total contracted revenue at site per Cipher). Cap: Cipher 8-K/PR; Fluidstack did not issue a matching primary in this ingest"}],"aliases":[],"collisionRisk":"low","reviewNote":"SCOPE-REVIEW: Off-axis entity (data center/crypto/investment/telecom/energy) — not core physical AI","atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-08-19T04:42:08.442Z","updatedAt":"2026-09-26T20:55:23.057Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/fluidstack","url":"https://registry.deploy.report/companies/fluidstack","name":"Fluidstack","description":"FluidStack is a GPU-cloud operator that has repositioned itself from a marketplace-style aggregator of third-party compute into a build-to-own AI infrastructure developer, marketed on the promise of standing up gigawatt-scale clusters in roughly six months rather than the industry norm of eighteen to twenty-four. Its defining relationship is with Anthropic, which selected FluidStack to lead a roughly $50 billion, multi-site custom data center build across New York and Texas, framing the company less as a peer to on-demand neoclouds like Lambda or CoreWeave and more as a dedicated infrastructure arm for a single frontier lab.\n\nThe company raised an unusually large $830 million Series A in January 2026, relocated its global headquarters from London to New York City, and has been hiring aggressively across power, construction, and hardware disciplines to execute the Anthropic buildout. In Europe it is one of the operators tied to France's national AI push, working with Eclairion and Mistral on the Etché campus and running clusters with Nvidia, Dell and Borealis Data Center; it also arranged GPU financing with Macquarie to seed European research labs.\n\nFluidStack has not published a fleet-wide GPU count or an operational-megawatt figure, and its historical business as a lightweight aggregator on top of colocation partners means public disclosure lags peers like CoreWeave and Nebius. SemiAnalysis awarded it a ClusterMAX Gold rating in 2025, and the Anthropic anchor plus the fresh capital have made it one of the more closely watched private neoclouds heading into 2026.","identifier":"6ab34159-5546-4815-8247-d4d5bd2b0e8a","address":"Undisclosed","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":7,"primary_source_types":[]}}}