Nscale (Provider) · Anthropic (Buyer)
- Value
- $45B
- Capacity / term
- 460 MW · 6y
- $16.30M per MW-year
- First revenue
- 2027-10
Anthropic's largest single reported compute commitment on the ledger at the time of writing, surfaced alongside the AMD and Qualcomm-Amazon gaps the week of 2026-09-11. CNBC independently corroborated Bloomberg's initial report the same day; Reuters also picked it up. Backfilled a month late for the same reason as the other rows added this run: the original branch could not be merged once main's history moved past its base. Still watching Nscale's IPO filings for primary confirmation.
Conditions: Six-year, ~460MW compute capacity lease at Nscale's Monarch Compute Campus in Mason County, West Virginia (a 2,250-acre site Nscale acquired March 2026, planned for up to 8GW total, first 2GW phase targeted online H1 2028). Nvidia Vera Rubin chips, reported to come online 'late' 2027. Neither Nscale nor Anthropic has issued an official press release or SEC filing confirming the deal; it is entered at status reported (excluded from binding aggregates) rather than binding, per the ledger's rule for stories two or more tier-1 outlets independently confirm without a primary source. Nscale filed for a US NYSE listing (ticker NSCL) around 2026-09-18 and press coverage of that filing describes the Anthropic lease anchoring its contracted backlog, but as of this row's 2026-10-12 recheck no S-1/F-1 text naming Anthropic or stating deal terms could be independently located and read, so that filing is not counted as the needed primary confirmation yet. Revisit and flip to binding once the registration statement itself can be read and confirms the deal.