Anthropic Negotiates Second Multibillion-Dollar Deal with Nscale for AI Infrastructure
Anthropic is reportedly negotiating a second multibillion-dollar deal to lease computing capacity from U.K.-based neocloud provider Nscale, according to a source speaking to CNBC. The new agreement would involve building another data center at the same West Virginia site as their first $45 billion deal and could expand Anthropic's AI infrastructure capabilities significantly. Nscale is part of an emerging sector focused on developing specialized computing infrastructure for artificial intelligence. However, neoclouds have recently faced market challenges due to concerns over high debt levels, with rivals like CoreWeave and Nebius experiencing significant share price declines in the past month. Nscale itself has encountered setbacks, including a reported withdrawal by Microsoft from an anchor deal near London. Anthropic cited growing demand for its AI models as a key driver behind these infrastructure expansions. The company has already secured partnerships with AMD, SpaceX, Google, and Broadcom to bolster computing capacity.
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Topics: AI infrastructure computing capacity leasing data centers neoclouds