Business · Companies · 2 hrs ago
Anthropic and Nscale reportedly discuss another $45 billion compute deal
Anthropic and Nscale are reportedly discussing another $45 billion compute deal.
The companies announced a deal of the same size a little over a month ago.
The new agreement is not final, and its details could change.
If it goes ahead, it would add to Anthropic’s series of large deals for computing capacity.
Some investors worry that AI companies are spending too much for too little profit.
Both companies are pursuing IPOs, and Anthropic is still expected to go public this year.
Nscale faces investor pushback over its proposed $30 billion valuation.
Anthropic and Nscale are reportedly discussing another compute deal worth about $45 billion.
The proposed agreement could cover a second facility at Nscale’s Monarch data centre campus in West Virginia.
Sources said talks are continuing, terms could change and no final decision has been made.
The planned facility could provide 460 megawatts of computing capacity using Nvidia’s Vera Rubin chips.
The deal could bolster Nscale as it pursues a planned public listing, amid reported investor concerns about its valuation.
- Who
- Anthropic and Nscale.
- What
- They are reportedly discussing a compute infrastructure deal worth about $45 billion.
- When
- The talks were reported on October 19, 2026; sources said the deal could be concluded in the coming days.
- Where
- The proposed facility would be at the Monarch data centre campus in West Virginia, United States.
- Why
- Nscale aims to provide computing capacity to Anthropic; the companies are responding to demand for AI infrastructure.
This story does not have two clearly opposing sides.
Anthropic and Nscale announced a $45 billion compute deal.
Microsoft said it had signed a letter of intent for the West Virginia data centre project.
Microsoft reportedly withdrew from the West Virginia project and transferred its right to lease the facility to Anthropic.
Reports said Anthropic and Nscale were discussing another deal worth about $45 billion.
- Potential deal value
- About $45 billion
- Proposed site
- Monarch data centre campus, West Virginia
- Planned computing capacity
- 460 megawatts
- Planned chips
- Nvidia Vera Rubin
- Nscale’s proposed valuation
- About $30 billion
- Anthropic’s listed infrastructure agreements with Nscale
- About $44.6 billion