Nscale in talks with Anthropic on $45 bn deal for 460 MW West Virginia compute hub using Vera Rubin chips
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| Source: Techmeme | Original article
Nscale is negotiating a second $45 billion deal with Anthropic to deliver 460 MW of AI computing power at its West Virginia campus using Vera Rubin chips.
Nscale Ltd., the Nvidia‑backed AI cloud builder, is in advanced talks with Anthropic PBC to supply a second tranche of compute power worth roughly $45 billion. The prospective agreement would add about 460 megawatts of Nvidia Vera Rubin GPU capacity to Nscale’s Monarch campus in West Virginia, effectively duplicating the scale of the first deal announced a month earlier. Both parties stress that the arrangement is still under negotiation and has not been signed.
The size of the deal signals Anthropic’s aggressive push to secure the massive infrastructure needed for its next‑generation models, which have been highlighted in recent coverage of the company’s ambitious research roadmap and looming IPO. By locking in a dedicated pool of Vera Rubin chips, Anthropic would gain a predictable, high‑performance foundation for training and inference, while Nscale would lock in a long‑term, high‑value customer that could underpin its own public‑market debut. For Nvidia, the contract would further cement Vera Rubin as the de‑facto engine for frontier AI, reinforcing its dominance in a market where rivals such as MiniMax and DeepSeek are also racing to secure chip supply.
Observers will be watching three key developments. First, whether the parties can close the deal and on what timeline the new West Virginia facility will become operational. Second, how the agreement feeds into Anthropic’s IPO narrative and valuation, especially given the company’s recent scrutiny over its trust structure. Third, the broader impact on the AI‑infrastructure ecosystem: if Nscale secures the contract, competitors may scramble for alternative hardware partners or accelerate their own capacity builds. Confirmation of the deal, any disclosed pricing terms, and the rollout schedule will be the next signals to gauge the deal’s real market weight.
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