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Anthropic, Nscale in talks on new AI capacity

NEWS

October 20, 2026 at 01:25 UTC

2 min read
Data center server racks symbolizing new AI cloud capacity expansion talks for Anthropic and Nscale

Key Points

  • 01Nscale and Anthropic are negotiating a new AI cloud infrastructure deal
  • 02Talks center on a second building at Nscale’s Monarch campus in West Virginia
  • 03The proposed facility is expected to provide about 460 MW of computing power
  • 04Any agreement remains under negotiation and has not been finalised

New talks between Anthropic and Nscale

Nscale Ltd., a data‑center developer backed by Nvidia (NVDA), is in discussions with Anthropic PBC over a new AI cloud infrastructure arrangement. The talks, reported on Oct. 19, 2026, focus on expanding Nscale’s capacity dedicated to Anthropic through additional facilities at an existing campus. The discussions reflect Anthropic’s continued demand for large‑scale computing resources to support its artificial intelligence models.

The negotiations concern a second building at Nscale’s Monarch data‑center campus in West Virginia. This potential expansion would build on the existing site rather than a new location, allowing additional capacity to be brought online within an established development.

Planned capacity and Nvidia Vera Rubin chips

Reuters‑based coverage stated that the proposed second Monarch building is expected to deliver about 460 megawatts of computing power. This would represent a substantial block of dedicated capacity for AI workloads, positioning the facility among the larger single‑site deployments in the current market. The computing power is planned to support advanced model training and inference needs.

The reports said the new facility would use Nvidia’s (NVDA) Vera Rubin AI chips. Incorporating these next‑generation accelerators is intended to provide the performance needed for Anthropic’s large‑scale AI systems. Nscale’s role as a Nvidia (NVDA)‑backed developer positions it to deploy this hardware at significant scale within the Monarch campus.

Status of negotiations and deal uncertainty

Both Bloomberg and Reuters reported that the negotiations between Nscale and Anthropic were ongoing as of Oct. 19, 2026. The coverage made clear that no final agreement had been signed and that the terms of the potential deal could still change. The discussions are therefore described as preliminary rather than a completed transaction.

The reports also indicated that neither Nscale nor Anthropic had publicly confirmed a final deal at the time of publication. This underscores that the project’s scope, timing and specific commercial arrangements remain subject to negotiation. Market observers are watching the talks as part of a broader buildout of AI‑focused data‑center capacity, but the outcome is not yet determined.

Key Takeaways

  • 01Nscale and Anthropic are exploring a significant expansion of AI computing capacity at an existing campus rather than launching a new site.
  • 02The proposed second Monarch building would add about 460 MW of power dedicated to AI workloads, highlighting the scale of current infrastructure demands.
  • 03Use of Nvidia’s Vera Rubin chips would align Anthropic’s next wave of capacity with Nvidia’s newest accelerators through a Nvidia‑backed developer.
  • 04With negotiations still in progress and no signed agreement, the scope and timing of the potential project remain open and could evolve materially.

References

  1. https://www.bloomberg.com/news/articles/2026-10-19/nscale-anthropic-in-talks-for-45-billion-cloud-computing-deal
  2. https://www.newsobserver.com/news/business/article317688481.html
  3. https://www.bloomberg.com/news/newsletters/2026-10-19/nscale-anthropic-eye-45-billion-cloud-deal-as-ai-trade-rebounds
  4. https://www.streetinsider.com/Reuters/Nscale,+Anthropic+in+talks+for+$45+billion+cloud+computing+deal,+Bloomberg+News+reports/27203576.html
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