Anthropic Eyes 466K SF Lease for Full Hudson Square Building

Anthropic is looking to keep pace with OpenAI and other artificial intelligence giants. As part of that mission, it’s about to greatly expand its office space in New York City.

The company behind Claude is closing in on a deal to lease 466,000 square feet — the entire building — at 330 Hudson Street in Manhattan’s Hudson Square neighborhood, the Commercial Observer reported. That exceeds even the upper range of the 250,000 to 450,000 square feet the company was reported to be looking for at the start of the year.

AEW Capital Management’s property is leased or subleased to a number of different tenants, sporting deals running through September 2028 — other floors are already vacant. Should Anthropic sign on the dotted line, it will likely have to occupy the property one or two floors at a time.

Anthropic and AEW did not respond to the publication’s requests for comment. JLL, which was involved in a recent significant deal on the other side of the country for Anthropic, also didn’t respond.

Anthropic’s existing space in New York City is limited to 15,000 square feet at 155 Sixth Avenue. Signed two years ago, that lease is slated to expire this year.

Artificial intelligence has been one of the biggest drivers of New York City’s office market as AI companies are taking space at roughly twice last year’s pace, according to JLL data.

At the start of the year, AI voice analytics company Rilla signed a 57,000-square-foot lease at Global Holdings’ 25 Kent. The company will occupy the entire eighth-floor penthouse, along with nearly 4,000 square feet of private outdoor space, according to the landlord.

Shortly thereafter, multifamily AI firm EliseAI signed a 10-year lease for 109,000 square feet at the Chetrit Organization’s 401 Fifth Avenue in Midtown Manhattan. The AI firm, which focuses on housing and healthcare, will occupy approximately half the building as it relocates from 33 East 33rd Street.

And last week, artificial intelligence firm Moloco expanded its Manhattan footprint by subleasing about 25,000 square feet at Sage Realty’s 2 Gansevoort Street in the Meatpacking District.

Even with more than 450,000 square feet potentially being folded in, Anthropic’s New York holdings have nothing on its San Francisco activity. Several weeks ago, it inked a short-term lease for roughly 70,000 square feet at 405 Howard Street, the company’s third lease in less than two weeks.

The company leases approximately 1 million square feet in the downtown neighborhood, a milestone recently passed by competitor OpenAI.

— Holden Walter-Warner