Updated
Updated · Bloomberg · Oct 19
Anthropic Negotiates $45 Billion Nscale Compute Deal for Second West Virginia Facility
Updated
Updated · Bloomberg · Oct 19

Anthropic Negotiates $45 Billion Nscale Compute Deal for Second West Virginia Facility

3 articles · Updated · Bloomberg · Oct 19

Summary

  • $45 billion in talks would give Anthropic AI computing power from Nscale for a second facility at the Monarch data center campus in West Virginia.
  • Nscale is pursuing another major agreement with the Claude developer after already securing Anthropic infrastructure deals worth as much as $44.6 billion, according to its IPO filing.
  • The negotiations would deepen Anthropic’s reliance on large-scale external compute as AI companies race to lock in scarce data-center capacity.
  • For Nscale, which is backed by Nvidia and preparing an IPO, another Anthropic contract would strengthen its position as a major supplier of AI infrastructure.

Insights

With Nscale bleeding a billion dollars and Anthropic hoarding excess compute, are we witnessing the birth of an AI infrastructure bubble?
Why is Anthropic committing nearly $90 billion to AI compute capacity years before it can actually use it?
Can West Virginia's new regulations truly protect local residents from the massive energy drain of an 8-gigawatt AI mega-campus?