GoKawiilAnthropic reportedly in talks with Nscale for second $45B data center deal
Anthropic is negotiating a second multibillion-dollar agreement with UK-based cloud provider Nscale to lease computing capacity, according to a source who spoke to CNBC. The deal would cover a second 460-megawatt data center at the same West Virginia site as an earlier agreement reported in August, and could be worth roughly $45 billion. Anthropic declined to comment, and Nscale has not yet responded to requests for comment.
GoKawiil's interpretation of the reporting above, not reported fact.
A deal of this size would signal Anthropic's continued aggressive buildout of dedicated computing infrastructure as it competes with rivals like OpenAI for AI training and inference capacity. The reliance on neoclouds like Nscale rather than traditional hyperscalers suggests AI labs may be seeking more flexible or cost-effective capacity deals outside the dominant cloud providers, though the scale of spending also raises questions about how such massive commitments will be financed.
- Anthropic is reportedly negotiating a second multibillion-dollar computing deal with Nscale worth about $45 billion.
- The new deal would add a second 460-megawatt data center at the same West Virginia site as an earlier agreement.
- Neither Anthropic nor Nscale has officially confirmed the talks, which were first reported by Bloomberg.
Source: cnbc.com — Kai Nicol-Schwarz, 2026-10-20
Published there as: “Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC”
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