Anthropic in Talks for a Second $45 Billion Compute Deal with Nscale at West Virginia Campus

Anthropic is in talks with Nvidia-backed Nscale for a second computing deal worth roughly $45 billion, which would cover a second facility at Nscale's Monarch Compute Campus in Mason County, West Virginia, according to people familiar with the negotiations first reported by Bloomberg on October 19.

The two companies struck their first agreement just over a month ago. Announced in late August 2026, that deal commits Anthropic to aggregate payments of up to approximately $44.6 billion over six years for dedicated GPU infrastructure services at the Monarch campus, specifically Nvidia Vera Rubin NVL72 GPUs across roughly 460 megawatts of capacity. A regulatory filing tied to Nscale's planned initial public offering confirmed that figure.

If a second deal closes on similar terms, Anthropic's total contractual commitment to Nscale alone would approach $90 billion, underscoring the scale of compute investment AI developers are making to support model training and deployment. The Monarch campus, acquired by Nscale in March 2026 through its purchase of AIPCorp, spans approximately 2,250 acres and is designed to scale to over 8 gigawatts of gross power capacity, including its own gas microgrid.