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The AI startup will rent 460MW of power from Nscale’s data center in West Virginia over a six year term to secure high-end computing capacity. Anthropic will pay $45 billion for the lease, which utilizes Nvidia's Vera Rubin chips scheduled to come online late next year to support the company's training and inference needs.
Nscale is spending $71B to develop the off-grid Monarch compute campus, which includes an initial deal for 2GW of CAT turbines. The current commitment covers a portion of the 1.3GW planned for the first phase of the site, filling a capacity gap after Microsoft withdrew from a previous letter of intent earlier this summer.
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Key sources
- SOURCE@techmeme“pay Nscale $45B over six years to rent about 460MW of power”x.com
- SUPPORT@deitaone“ANTHROPIC TO LEASE NSCALE DATA CENTER FOR $45 BILLION”x.com
- SUPPORT@firstsquawk“NVIDIA'S VERA RUBIN CHIPS — WHICH WILL START TO COME ONLINE LATE NEXT YEAR”x.com
- SUPPORT@stockmktnewz“NScale plans to spend $71B developing the site”x.com
- SUPPORT@matthew_sigel“MSFT had signed LOI but backed out earlier in the summer opening up the capacity to Anthropic”x.com