Nscale, Anthropic Reportedly in Talks for Second $45 Billion AI Data Center Deal
Nscale is negotiating a new agreement with Anthropic worth roughly $45 billion to supply AI computing capacity, according to a source cited by Reuters. The deal would cover a second building at Nscale's Monarch data center campus in West Virginia, providing 460 megawatts of power using Nvidia's upcoming Vera Rubin chips. This follows an earlier $45 billion deal struck in August for the same campus's first facility.
GoKawiil's interpretation of the reporting above, not reported fact.
A second deal of similar size would deepen Anthropic's reliance on Nscale for compute infrastructure, suggesting the AI lab expects sustained, large-scale demand for training and running its models. It also signals Nscale's ambition to become a major AI infrastructure provider alongside its stated reliance on Microsoft and Anthropic as key customers, according to its prospectus.
- Nscale and Anthropic are reportedly negotiating a new ~$45 billion AI compute deal, separate from their August agreement.
- The proposed second facility at the Monarch campus would add 460 megawatts of capacity using Nvidia's Vera Rubin chips.
- Nscale's own prospectus names Microsoft and Anthropic as its anticipated major future customers.
Source: slashdot.org, 2026-10-20
Published there as: “Nscale, Anthropic In Talks For New $45 Billion AI Cloud Deal”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.