Bloomberg reported on 19 October that Nscale and Anthropic are negotiating a second compute agreement from Nscale's West Virginia campus, worth roughly $45 billion. Neither company has confirmed it.
Worth separating this from the deal it is being confused with. In August, Nscale and Anthropic were reported to have agreed a $45 billion arrangement covering 460 MW on a six-year lease at the Monarch Compute Campus in West Virginia, running on Nvidia Vera Rubin chips expected to come online late in 2027. That is the deal the 460 MW figure belongs to. Several outlets covering yesterday's Bloomberg report have attached that capacity number to the new talks, which no source supports - the capacity of a second deal has not been reported.
If both land, Anthropic would have committed roughly $90 billion to one developer at one campus, on top of existing arrangements with Akamai, AWS, CoreWeave, Fluidstack and Google. Set that against the week's other number: Bernstein told the Financial Times that only around 35% of the announced US data centre pipeline should be treated as credible. Contracted capacity and delivered capacity are different things, and a six-year lease on chips that arrive in late 2027 is a bet on both the silicon and the grid connection showing up on time.