Anthropic in talks to buy $45 billion in computing power from Nscale

Anthropic is in talks to buy about $45 billion in computing power from Nscale, the Nvidia-backed AI infrastructure company, Bloomberg reported on October 19, citing people familiar with the negotiations. The proposed agreement would be Anthropic’s second contract of roughly that size with Nscale in two months. A deal could be finalized within days, though discussions are ongoing and terms could change, according to the report. Representatives for both companies declined to comment. Second building at West Virginia campus The new capacity would come from a second building at Nscale’s Monarch Compute Campus in West Virginia, with about 460 megawatts of power running on Nvidia’s next-generation Vera Rubin chips. Anthropic also holds a right of first refusal on the campus’s expected third building, Bloomberg reported. The talks follow a six-year agreement struck in August for about 460 megawatts at the same campus, with Vera Rubin systems scheduled to begin coming online in late 2027. Backlog concentrated in two customers Nscale filed for a US initial public offering on September 18, seeking a New York Stock Exchange listing under the ticker NSCL. Its filing showed $103.4 billion in ac...