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Anthropic to Spend $45 Billion on Nscale AI Computing Capacity

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Anthropic is set to spend about $45 billion to rent artificial intelligence computing capacity from cloud infrastructure provider Nscale, according to a person familiar with the agreement.

The six-year deal will give Anthropic access to roughly 460 megawatts of capacity at Nscale’s data center campus in West Virginia, supporting the company’s rapidly growing demand for AI training and inference.

Nscale is expected to deploy Nvidia’s next-generation Vera Rubin chips for the project, giving Anthropic access to some of the latest hardware designed for large-scale AI workloads.

The agreement comes as Anthropic prepares for a major public listing and continues to increase spending on GPUs, data centers, model development and hiring. Demand for products such as Claude Code has pushed the company to secure significantly more compute capacity.

Anthropic has also struck major infrastructure agreements with other technology suppliers. AMD previously announced plans to sell the company tens of billions of dollars in AI servers while investing up to $5 billion in Anthropic.

The Claude developer is projecting revenue of roughly $190 billion to $200 billion by 2028, compared with a current annualized revenue run rate of about $47 billion.

The Nscale deal underscores the enormous capital requirements facing leading AI companies as they compete to secure enough computing power for increasingly sophisticated models and rapidly expanding customer demand.

Alibaba Shares Slide After $10.2 Billion AI Share Sale at Sharp Discount

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Alibaba shares fell sharply in Hong Kong after the company launched a $10.2 billion share sale at a significant discount to fund its expanding artificial intelligence strategy.

The Chinese technology group said it will sell HK$80 billion worth of new shares at HK$112.70 each, representing an 8.4% discount to the previous closing price. The offering will increase Alibaba’s outstanding share count by about 3.6%, raising concerns over dilution.

The proceeds will be used to finance AI chips, infrastructure and model development, as Alibaba shifts more capital toward its Qwen AI ecosystem and cloud computing business.

Despite the selloff, investor demand for the offering was strong, with reported orders totaling around $28 billion. Sovereign wealth funds and long-term institutional investors accounted for a significant portion of demand.

Alibaba Chairman Joe Tsai and CEO Eddie Wu also bought shares following the placement, signaling confidence in the company’s long-term strategy.

The fundraising comes shortly after Alibaba reported a steep decline in quarterly profit, largely due to heavy AI-related spending. Management has argued that these investments could break even within roughly three years as margins improve and proprietary chips reduce reliance on third-party hardware.

The offering is the largest follow-on share sale ever completed by a Hong Kong-listed company and underscores how aggressively global technology companies are raising capital to fund the AI infrastructure race.

Micron Unveils $10 Billion AI Memory Research Lab in Boise

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Micron Technology plans to invest $10 billion over the next decade in a new research facility in Boise, Idaho, focused on advanced memory technologies, computing systems and future semiconductor manufacturing.

The new Micron Research Labs facility will bring together customers, universities, government agencies and semiconductor partners to accelerate development of next-generation memory products.

The investment comes as demand for high-bandwidth memory (HBM) continues to surge due to rapid growth in AI data centers and advanced computing systems. HBM has become a critical component for feeding data to AI accelerators, benefiting major memory manufacturers including Micron, Samsung Electronics and SK Hynix.

Micron said the Boise facility will be connected with its global research network across the U.S., Europe, Japan, India, Singapore and Taiwan.

The project builds on more than $250 billion in separate U.S. manufacturing and R&D commitments already announced by the company. Micron expects construction of the new laboratory to begin in 2027, with the facility eventually hosting hundreds of researchers.