Nvidia-backed Nscale, Anthropic in talks for new $45 billion AI cloud deal, source says | International

• Nscale is discussing a deal to sell AI computing power to Anthropic, the company that makes Claude. The deal could be worth about $45 billion, a person familiar with the matter told Reuters on Monday.
• The data center developer wants to make another major deal with Anthropic to build a second facility at its Monarch data center campus in West Virginia, the person said.
• In August, Anthropic agreed to spend $45 billion to rent AI cloud computing power from Nscale's data center campus in West Virginia.
• A second building at Monarch would provide 460 megawatts of computing power using Nvidia's advanced Vera Rubin AI chips, the source said.

Nscale is discussing a deal to sell AI computing power to Anthropic, the company that makes Claude. The deal could be worth about $45 billion, a person familiar with the matter told Reuters on Monday.

The data center developer wants to make another major deal with Anthropic to build a second facility at its Monarch data center campus in West Virginia, the person said. In August, Anthropic agreed to spend $45 billion to rent AI cloud computing power from Nscale's data center campus in West Virginia. A second building at Monarch would provide 460 megawatts of computing power using Nvidia's advanced Vera Rubin AI chips, the source said.

Anthropic did not immediately respond to Reuters' request for comment. Anthropic also has the right to be the first to accept a deal for Monarch's planned third building before it is offered to others, the person said. Talks are still ongoing, and the details of the plan could change.

Bloomberg, which first reported the news, also said that a group of investors had urged Anthropic to lower its target value for an initial public offering (IPO), when a company first sells its shares to the public. This came after several setbacks for AI companies in the market. Investors are looking more closely at companies that are borrowing more money to build AI infrastructure. Last week, shares in Nscale's rival CoreWeave fell sharply amid concerns about its $50 billion in debt. This helped drive a worldwide selloff in AI stocks.

The possible deal comes after Microsoft withdrew from an agreement to be the main customer for a major Nscale data center. Delays in connecting the center to the power supply pushed the expected date for electricity supply into the 2030s. Nscale has grown quickly since it launched. In two and a half years, the total value of its contracts rose from $100 million to more than $103 billion. It competes with Nebius, Crusoe and Lambda.

According to Nscale's prospectus, Microsoft and Anthropic are expected to be the company's biggest customers in the future.

(Devdiscourse staff have not edited this story. It was automatically generated from a syndicated news feed.)