Anthropic to Secure $45 Billion in AI Computing Capacity from NScale
Anthropic has reportedly entered into a six-year deal with cloud infrastructure provider Nscale, securing approximately $45 billion worth of AI computing capacity. The agreement will utilize power from Nscale's data center campus in West Virginia and is expected to support Anthropic’s growing product suite, including its AI coding tool, Claude Code. According to Bloomberg News, the project plans to use Nvidia’s upcoming Vera Rubin chips starting late 2027. Anthropic has been aggressively expanding its computing infrastructure through a series of recent agreements with companies like Volta and AMD. The firm is also set to pay SpaceX $1.25 billion monthly for access to compute capacity until May 2029, as revealed in an IPO filing by the space company. Anthropic projects revenue between $190 billion and $200 billion by 2028, up from a current estimated run rate of $47 billion. The Nscale deal is part of broader efforts to scale AI operations ahead of what appears to be an imminent public offering.
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Topics: AI Anthropic cloud computing data centers Nscale