Nscale and Anthropic reportedly discuss a second $45B compute deal
This is a single-source report of talks; the person said details could change, and neither company has confirmed terms. It is not a signed agreement, a measure of delivered capacity or cash paid. This edition read a republished Reuters copy, not the Bloomberg article, which blocked access.
What was claimed?
Reuters reported on October 19, citing one person familiar with the matter, that Nscale is in talks to sell Anthropic computing power in a new deal that could be worth about $45 billion. The source says a second building at Nscale's Monarch campus in West Virginia would deliver 460 megawatts using NVIDIA Vera Rubin chips, and that Anthropic has a right of first refusal on an expected third building. Bloomberg first reported the talks.
What does the evidence support?
Reported claim, not independently established
It would repeat the size of the deal Anthropic struck with Nscale in August for the same campus, as both companies prepare to go public. The report comes days after Microsoft ended its contract for Nscale's Loughton site, and Nscale's prospectus names Microsoft and Anthropic as its expected major customers.
What are the limits?
This is a single-source report of talks; the person said details could change, and neither company has confirmed terms. It is not a signed agreement, a measure of delivered capacity or cash paid. This edition read a republished Reuters copy, not the Bloomberg article, which blocked access.
Claim or evidence date: 2026-10-19. Last verified: .
Reuters via KSL · Nscale, Anthropic in talks for new $45 billion AI cloud deal ↗
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