REPORT: Anthropic Closing In On Full-Building Lease In Hudson Square
Artificial intelligence giant Anthropic is nearing a deal to cement a major Manhattan expansion.
The San Francisco-based company is close to signing for AEW Capital Management’s entire 466K SF building at 330 Hudson St., Commercial Observer reported, citing anonymous sources.
Anthropic, which created AI tools Claude and Mythos, has been looking for between 250K SF and 450K SF since the start of the year. AEW’s building has some subleases that run until September 2028, allowing Anthropic to fill up the building over time, CO reports.
The fast-growing AI company signed a 16K SF lease at 155 Sixth Ave. in 2024, which could expire as soon as this year. That building is part of the 6M SF campus in Hudson Square owned by a joint venture of Trinity Church NYC, Norges Bank Investment Management and Hines.
Anthropic declined to comment. AEW didn't immediately respond to a request for comment.
The AI company, founded by brother and sister Dario and Daniela Amodei, was valued at $380B as of February and is reportedly in talks for another funding round that would push its valuation to $900B. As its cash pile has grown, so has its Bay Area headquarters.
It signed for the full 466K SF building at DivcoWest and Blackstone’s 300 Howard St. and another 18K SF at 342 Howard St. in February and executed a direct lease for all of 500 Howard St. this month. The AI company has signed more than 840K SF of leases in a three-block radius in downtown San Francisco over the past three years.
JLL has represented Anthropic in San Francisco, but it's unclear if the brokerage is representing the AI firm in its NYC hunt for space.
Anthropic joins the ranks of AI companies that have been gobbling up Manhattan office space as they plan future growth while raking in investor capital. OpenAI leased 90K SF at the Puck Building in SoHo in 2024, and activity has only picked up since then.
AI companies signed 845K SF of Manhattan office leases in all of 2025, then signed 415K SF during the first quarter, according to JLL. More than half of the space these companies have taken is for future growth rather than current staffing needs.
