Anthropic Nears Full-Building Lease at 330 Hudson St in NYC

An AI lab needing 465,630 square feet in one building is the kind of number that reshapes a real estate market, and that is roughly what The New York Times and property-trade outlets are reporting about Anthropic's next New York move. According to Commercial Observer, the Claude maker is nearing a deal to take the entire 16-story tower at 330 Hudson Street in Hudson Square, owned by AEW Capital Management.

The scale is the story. Anthropic currently occupies roughly 15,500 square feet at 155 Avenue of the Americas, a lease that is expiring this year. Jumping to a full building is not incremental growth. Earlier reporting had the company hunting for between 250,000 and 450,000 square feet, so this deal, if signed, comes in above even the top of that stated range.

The move fits a broader pattern. AI firms drove a 152% year-over-year jump in Manhattan office additions in 2025 and paid an average of about $88 per square foot against a citywide average around $78, while Manhattan overall notched its best leasing year since 2014 at 42.9 million square feet. Availability dropped from 16.5% to 13.9%. In other words, Anthropic and peers are the reason the post-pandemic office glut is quietly disappearing from the top of the market.

The honest caveat is that as of the property-trade reporting the deal is not yet signed, and requests for comment to Anthropic, AEW and JLL were not returned by press time. There is also a sublease overhang: Deloitte is subleasing 95,000 square feet through September 2028, so Anthropic would fill the tower over time rather than on day one. What the reporting does not give you is a hard headcount for New York hiring or the headline rent Anthropic will actually pay.

What is clear is that Anthropic is treating New York the way it treats San Francisco, as a place to plant a permanent flag rather than run a satellite. For AEW, the Hudson Square landlord community, and the brokers scoring the trade, the win is the same in each case: confirmation that AI demand is now durable enough to price the top of the Manhattan office stack.