Anthropic Reportedly Eyes Second $45 Billion Compute Deal with Nscale

Artificial intelligence startup Anthropic is reportedly negotiating a second cloud computing contract with data center developer Nscale. The potential deal for Nscale's Monarch computing campus is valued at $45 billion, matching a previous agreement. This massive potential agreement highlights the escalating capital and infrastructure investments required to power future generative AI training models. It underscores the intense race among AI labs to lock down massive, multi-gigawatt future compute capacity. The negotiations cover the second building of Nscale's Monarch computing campus in Mason County, West Virginia, which will mirror the capacity of the first building. Furthermore, Anthropic reportedly holds the right of first refusal for the campus's third building.