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Fluidstack

What Fluidstack does

Fluidstack is a neocloud-style AI infrastructure company that builds, owns, and operates large-scale compute capacity for frontier model training and inference. The company positions itself around speed of deployment—aiming to deliver gigawatt-scale compute in about 6 months rather than the industry’s 18–24 months—by acquiring power, designing and building data centers, and operating them end-to-end. Fluidstack describes its main customers as leading AI labs, along with governments and enterprises that need reliable, secure, high-scale GPU compute delivered quickly.

On the software side, Fluidstack’s platform includes managed cluster orchestration layers for both Kubernetes (for training and inference) and Slurm (for training/batch workloads). In its documentation, Fluidstack states that its managed Kubernetes is a bare-metal container orchestration platform designed for frontier model training and inference, and that it supports operational features such as GPU and network operators as well as health checks and observability. It similarly describes “managed Slurm” as a bare-metal batch orchestration platform designed for frontier model training, including user management, Pyxis/Enroot support, topology-aware scheduling, and health checks/observability.

Strategically, Fluidstack has emphasized large committed compute buildouts and marquee partnerships. In late 2025, Fluidstack announced a $50B U.S. computing infrastructure deal with Anthropic to build custom data centers in New York and Texas, describing associated job creation and stating Anthropic selected Fluidstack for “exceptional agility” and rapid delivery of gigawatts of power. The company also announced the relocation/establishment of its global headquarters in New York City in support of U.S. scaling. In parallel, Fluidstack has also highlighted technology and ecosystem partnerships (e.g., with NVIDIA, Borealis Data Center, Dell Technologies; and an alliance with DDN and Mistral AI) as well as an industry ranking/award for GPU cloud performance and operations via SemiAnalysis’s ClusterMAX.

News

Company record

Jul 20, 2026 · Official · FluidstackFluidstack raised $830M Series A

Fluidstack announced it raised a $830M Series A at a $7.5B valuation, led by Situational Awareness, and said it plans to continue scaling infrastructure with “hundreds of roles” open.

Dec 04, 2025 · Official · FluidstackFluidstack Expands U.S. Investment by Relocating Global Headquarters to New York City

Fluidstack announced it established its global headquarters in Midtown Manhattan and described additional U.S. hiring and job creation tied to its data center footprint.

Nov 12, 2025 · Official · FluidstackFluidstack selected by Anthropic to deliver custom data centers in New York and Texas

Fluidstack announced a $50B American computing infrastructure deal with Anthropic to build custom data centers in New York and Texas, stating job-creation estimates and emphasizing rapid gigawatt-scale power delivery.

Nov 06, 2025 · Official · FluidstackFluidstack awarded ClusterMAX™ Gold by SemiAnalysis

Fluidstack announced it was awarded “Gold” by SemiAnalysis in ClusterMAX™ and described SemiAnalysis feedback around responsiveness, reliability, and the “forward deployed engineering” approach.

Apr 01, 2025 · Official · FluidstackFluidstack and Macquarie Announce GPU Financing Deal to Power AI Labs Across Europe

Fluidstack announced a strategic GPU financing partnership with Macquarie’s Specialised and Asset Finance division, describing an asset-backed financing structure enabled by the GPUs themselves and naming example AI labs it would support.

Mar 25, 2025 · Official · FluidstackFluidstack to Deploy Energy Efficient Exascale GPU Clusters in Europe in collaboration with NVIDIA, Borealis Data Center, and Dell Technologies

Fluidstack announced it would deploy and manage Exascale clusters across Iceland and Europe with Borealis Data Center, Dell Technologies, and NVIDIA, describing its intent to expand service options and discussing efficiency-focused hardware/software inputs.

Mar 17, 2025 · Official · FluidstackFluidstack and DDN Join Forces with Mistral AI to accelerate Enterprise AI

Fluidstack announced an alliance with DDN and Mistral AI aimed at accelerating training and deployment of large language models, positioning Fluidstack’s “cloud flexibility” alongside DDN’s data/HPC platform and Mistral’s models.

Feb 25, 2025 · Official · FluidstackFluidstack strengthens leadership team with key executive hires to drive next phase of growth

Fluidstack announced multiple executive appointments, including Rob Perdue as COO, Dan Carpenter as VP of Sales, Mike McDonald as VP of Product, and Katherine Ollerhead as General Counsel.

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What it builds

Fluidstack managed Kubernetes

A bare-metal container orchestration platform that Fluidstack says powers frontier model training and inference, with support for NVIDIA GPU Operator and Network Operator, health checks, and comprehensive observability.

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Fluidstack managed Slurm

A bare-metal batch orchestration platform Fluidstack says is designed for frontier model training, including user management, Pyxis/Enroot, health checks, observability, and topology-aware scheduling to reduce collective communication latency.

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Fluidstack AI cloud platform (capacity delivery and operations)

An end-to-end AI infrastructure offering where Fluidstack states it acquires power, designs and builds data centers, and operates them to deliver large-scale compute capacity for AI labs and other customers.

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Milestones & partnerships

Dec 04, 2025
Opened/relocated global headquarters to Midtown Manhattan (New York City)

Fluidstack announced its global headquarters in New York City, framing it as part of expanding U.S. investment and scaling the company’s workforce and delivery pipeline.

Nov 12, 2025
Selected by Anthropic for custom U.S. data centers

Fluidstack announced it was selected by Anthropic to build custom data centers in New York and Texas as part of Anthropic’s announced U.S. compute investment and described operational agility as a key selection factor.

Anthropic
Nov 06, 2025
ClusterMAX™ Gold recognition from SemiAnalysis

Fluidstack announced it received SemiAnalysis’s ClusterMAX™ “Gold” ranking tier, with commentary centered on reliability and speed to issue remediation.

SemiAnalysis
Apr 01, 2025
GPU financing partnership with Macquarie for AI labs

Fluidstack announced a GPU financing deal with Macquarie to supply GPUs to AI research labs across Europe using an asset-backed structure secured by the GPUs.

Macquarie Group
Mar 25, 2025
Exascale cluster deployment across Europe with NVIDIA, Borealis, and Dell

Fluidstack announced it would deploy and manage Exascale GPU clusters across Iceland and Europe in collaboration with NVIDIA, Borealis Data Center, and Dell Technologies.

NVIDIA · Borealis Data Center · Dell Technologies
Mar 17, 2025
Alliance with DDN and Mistral AI for enterprise AI

Fluidstack announced an alliance with DDN and Mistral AI, describing a combined infrastructure approach to accelerate training and deployment of large language models.

DDN · Mistral AI
Feb 25, 2025
Executive leadership hires (COO, VP Sales, VP Product, General Counsel)

Fluidstack announced multiple executive hires to scale operations, go-to-market, and product/engineering execution.