Anthropic is negotiating a second major artificial intelligence computing deal with Nscale, potentially worth about $45 billion, as it expands its computing capacity ahead of a possible initial public offering. The proposed agreement would cover a second 460-megawatt data centre at Nscale’s Monarch campus in West Virginia, according to livemint.com.
The discussions have not yet resulted in a final agreement, with due diligence on the proposed facility still underway. Nscale already has an existing agreement with Anthropic for computing infrastructure valued at up to $44.6 billion, as disclosed in documents filed for Nscale’s planned IPO. The new contract would significantly expand the partnership between the two companies, with Anthropic purchasing computing capacity rather than leasing the data centre itself.
This deal would add 460MW of AI computing capacity at Nscale’s Monarch campus, utilizing Nvidia’s advanced Vera Rubin AI chips. The arrangement involves Nscale owning and operating the facility and its chips, supplying computing power that Anthropic pays for as it becomes available. This expansion underscores the growing demand for AI infrastructure amid rising interest in AI startups preparing for public market debuts.
Anthropic also holds a right of first refusal on the campus, further strengthening its position. The company’s move to secure additional computing capacity aligns with its plans for a US stock market debut, as detailed by livemint.com.