Anthropic in talks with Nscale for a second $45 billion computing power agreement

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English translation is being prepared.

CNBC Technology

Anthropic Reportedly in Talks with Nscale for Second Multi-Billion-Dollar Compute Deal

According to CNBC, citing people familiar with the matter, Anthropic is in talks with British neocloud company Nscale for a second multi-billion-dollar deal, under which it would lease another 460-megawatt data center at the same site in West Virginia, with the deal valued at about $45 billion. CNBC reported the first deal between the two parties in August, and Anthropic declined to comment. The report also noted that Nscale has recently faced challenges: the UK's The Daily Telegraph said Microsoft withdrew from an anchor deal at its data center outside London due to delays in grid access, and Nscale said it remains committed to the project and is exploring alternative power sources.

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English translation is being prepared.

Rohan Paul

Anthropic in talks for a second $45 billion compute deal with Nscale, West Virginia reservation doubles to 920 MW

Anthropic is in talks with Nscale for a second $45 billion compute agreement that would double its West Virginia reservation to 920 MW, adding another 460 MW building at the Monarch Compute Campus running Nvidia's Vera Rubin chips; Anthropic also holds a right of first refusal on the campus's expected third building. The first contract was signed in August, a six-year 460 MW lease with delivery starting at the end of 2027, averaging about $7.5 billion a year, or roughly $16.3 million per MW. Nscale's IPO filing lists the agreement with Anthropic at a value of up to about $44.6 billion, and the value of the second deal depends on whether the first Monarch building and its Vera Rubin racks can be powered on schedule by the end of 2027.