Nscale in talks with Anthropic for $45 billion computing deal
The deal covers a second building at Nscale's Monarch campus in West Virginia, providing 460 megawatts of Nvidia Vera Rubin capacity.
Nscale is negotiating a further $45 billion AI computing supply deal with Anthropic, according to Reuters, which cited sources familiar with the matter. The talks concern the second building at Nscale's Monarch data center campus in West Virginia.
That building would provide 460 megawatts of computing power using Nvidia's latest AI chips, Vera Rubin. Anthropic also holds a right of first negotiation for the third building at the Monarch campus.
The discussions are still ongoing and the details may change, according to the report.
Earlier Monarch commitment
In August 2026, Anthropic contracted to lease $45 billion worth of AI computing power at the Monarch campus. Nscale's IPO prospectus names Microsoft and Anthropic as expected major customers.
Microsoft withdrew its data center contract with Nscale after grid connection delays pushed supply into the 2030s. Over two and a half years, Nscale has raised its total contract value from $100 million to more than $103 billion.
Quick answers
How much is the reported Nscale-Anthropic deal worth?
Reuters reports the negotiations concern a further $45 billion AI computing supply deal, separate from Anthropic's $45 billion lease at the Monarch campus contracted in August 2026.
What capacity would the second Monarch building provide?
It would provide 460 megawatts of computing power using Nvidia's Vera Rubin AI chips.
Is the deal confirmed?
No. The discussions are still ongoing and details may change, according to Reuters.