TheEnergyMag
TheEnergyMag|Aug 26, 2026 18:12
.@AnthropicAI has reportedly committed $45 billion to @nscale in a historic AI infrastructure agreement. The six-year deal secures 460 megawatts of power at Nscale's Monarch campus in West Virginia to support the surging compute demands of Claude Code and other frontier models. Key details from the transaction: ⚡️ Capacity is equivalent to the power draw of 345,000 U.S. homes. 💻 Nscale will deploy Nvidia's next-generation Vera Rubin chips, coming online late next year. 🏢 Anthropic steps in as the primary tenant after Microsoft walked away from a letter of intent this summer. 📈 The mega-deal boosts Nscale's contracted revenue backlog to $51 billion just weeks ahead of a planned U.S. listing. Read our full analysis on the accelerating capital velocity of the AI compute arms race: https://theenergymag.com/news/market-news/anthropic-secures-460-mw-at-nscale-campus-in-45-billion-deal-report #Anthropic #DataCenters #AI #Infrastructure #Nscale #Semiconductors #GPU(TheEnergyMag)
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