Anthropic eyes second $45 billion Nscale deal as 460MW AI data centre plans advance ahead of potential IPO

Anthropic eyes second $45 billion Nscale deal as 460MW AI data centre plans advance ahead of potential IPO Anthropic is in talks to secure a second major artificial intelligence computing deal with Nscale, potentially worth about $45 billion, as the Claude maker races to expand its computing capacity ahead of a possible initial public offering. The proposed agreement would cover a second 460-megawatt data centre at Nscale’s Monarch campus in West Virginia, strengthening the UK-based infrastructure start-up’s prospects as it prepares for a planned US stock market debut.The discussions, reported by Bloomberg and the Financial Times, have not resulted in a final agreement. People familiar with the negotiations said the terms could change, with due diligence on the proposed facility still under way.Nscale already has an agreement with Anthropic for computing infrastructure worth as much as $44.6 billion, according to documents filed for its planned IPO. A second contract would significantly expand the relationship between the two companies.Anthropic-Nscale deal could add 460MW of AI computing capacityThe proposed facility would form part of Nscale’s Monarch data centre campus in West Virginia and use Nvidia’s advanced Vera Rubin AI chips, according to people familiar with the discussions.Anthropic would purchase computing capacity rather than lease the data centre itself. Under this arrangement, Nscale would own and operate the facility and its chips, supplying computing power that Anthropic would pay for as it becomes available.Anthropic also holds a right of first refusal on the campus’s planned third building, potentially giving it priority in securing additional capacity as demand for its AI models grows.The proposed expansion comes as Anthropic builds a network of infrastructure agreements to support its Claude models. The company has also signed a $50 billion agreement with Fluidstack, a $10 billion deal with Volta Infrastructure Holdings and a $45 billion computing agreement with SpaceX, according to the supplied reports.Nscale IPO…