Nscale is in talks to sell AI computing power to Anthropic. The deal could be worth about US$45 billion. It would cover a second facility at Nscale’s Monarch campus in West Virginia. The new building would deliver 460 megawatts using Nvidia Vera Rubin chips. Anthropic also has first refusal on a third Monarch building. Discussions are ongoing and details may change. A prior US$45 billion deal already exists for the same campus. Nscale’s total contracted value now exceeds US$103 billion. Microsoft recently pulled out of a separate Nscale data centre deal. Investors have urged Anthropic to lower its IPO valuation target. CoreWeave’s shares slumped over debt concerns last week. The figures come from a person familiar with the matter.
What changed
Anthropic had one US$45 billion deal for AI cloud power from Nscale’s West Virginia campus.
What it unlocks
Anthropic can secure a second facility at Nscale’s Monarch campus with 460 megawatts of AI computing power.
- US$45 billion deal value
- 460 megawatts computing power
- US$45 billion prior deal
- US$103 billion total contracted value
What you need to act on it
- negotiations conclude
- details remain unchanged
Sources