Anthropic is in talks to buy approximately $45 billion in computing power from Nscale, the Nvidia-backed AI infrastructure company. This agreement would be Anthropic’s second contract of that size with Nscale in two months, with the capacity coming from a second building at Nscale’s Monarch Compute Campus in West Virginia, delivering about 460 megawatts powered by Nvidia’s next-generation Vera Rubin chips. Nscale filed for a US IPO on the New York Stock Exchange under ticker NSCL on September 18, seeking a valuation of roughly $30 billion. The company disclosed active and contracted total contract value of $103.4 billion as of August 31, including commitments of up to $43.8 billion from Microsoft and approximately $44.6 billion from Anthropic. However, Nscale has stated it has not yet secured binding commitments for the financing needed to purchase GPUs and build the data centers its contracts require.
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