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#ANTP #NSCL — Anthropic Explores Second $45B Nscale AI Deal | ThinkSabio
Oct 20, 2026 · ThinkSabio Inc
Anthropic (#ANTP) is reportedly in talks with Nscale (#NSCL) for a second major AI computing agreement worth approximately $45B, potentially covering another 460 MW facility at Nscale’s Monarch campus in West Virginia. Reuters
The potential expansion follows their earlier agreement for another 460 MW facility, highlighting the rapidly increasing demand for AI computing capacity.
🔹 Key Highlights
- 💰 Potential Deal: Reported value of approximately $45B.
- ⚡ Capacity: Potential additional 460 MW of AI computing power.
- 🏭 Location: Proposed second facility at Nscale’s Monarch campus.
- 🖥️ AI Infrastructure: The facility is expected to support NVIDIA’s advanced AI systems.
- 📈 Growing Demand: Anthropic continues expanding computing capacity to support AI growth.
💡 Why It Matters
A second large-scale Anthropic contract would reinforce the strength of AI infrastructure demand and could benefit the broader ecosystem of data-center, power and GPU infrastructure providers. Reuters
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