Technology
Anthropic agrees to $45 billion cloud deal with Nscale, sources say
The AI startup will rent compute capacity at a West Virginia data center as it seeks to expand infrastructure ahead of its planned public offering.
The short version
- Anthropic has entered into an estimated $45 billion agreement with UK-based AI infrastructure company Nscale, according to sources familiar with the confidential deal.
- The agreement reportedly secures about 460 megawatts of compute capacity using Nvidia's Vera Rubin chips at an upcoming data center in West Virginia.
- The compute capacity is expected to become operational by the end of 2027 to help support demand for Anthropic's Claude AI products.
Key facts
- Anthropic reached a cloud deal valued at approximately $45 billion with UK-based AI infrastructure firm Nscale.[CNBC]
- Under the agreement, Anthropic will rent roughly 460 megawatts of compute capacity at a planned data center facility in West Virginia.[CNBC]
- The West Virginia facility will feature Nvidia Vera Rubin chips and is projected to launch by late 2027.[CNBC]
- Anthropic previously disclosed that high demand for its Claude models created infrastructure challenges that hindered performance during peak hours.[CNBC]
- Anthropic confidentially submitted an IPO filing with the Securities and Exchange Commission in June.[CNBC]
What remains uncertain
- The terms of the agreement have not been officially announced by the companies and rely on anonymous sources.[CNBC]