Anthropic Eyes $45 Billion Nscale Deal for Second 460-Megawatt Data Center
Updated
Updated · CNBC · Oct 20
Anthropic Eyes $45 Billion Nscale Deal for Second 460-Megawatt Data Center
3 articles · Updated · CNBC · Oct 20
Summary
$45 billion is the approximate value of Anthropic's talks with Nscale for a second lease of computing capacity at the same West Virginia site as their first deal, according to a person familiar with the matter.
The proposed agreement would cover another 460-megawatt data center, extending Anthropic's push to relieve infrastructure strain caused by rising demand for its Claude AI models and products.
Nscale is pursuing the deal as AI infrastructure providers face investor scrutiny over debt-heavy expansion; CoreWeave and Nebius shares have fallen 28% and 27% in the past month.
The U.K. company also faces project risk after The Telegraph reported Microsoft exited an Nscale data center deal near London over grid-connection delays, though Nscale said the issue does not affect other contracts.