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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.

UK’s Nscale to supply Microsoft with 200,000 Nvidia AI chips in major data center deal

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Nscale, a British artificial intelligence infrastructure company backed by Nvidia, announced on Wednesday that it will supply around 200,000 Nvidia AI chips to Microsoft under an expanded partnership aimed at scaling data center capacity across Europe and the United States.

While the financial details were not disclosed, the Financial Times reported that the deal could be worth up to $14 billion, based on similar contracts. The agreement will be executed in collaboration with Dell Technologies, which will help deploy the AI hardware across Microsoft’s hyperscale facilities.

The rollout will begin next year, with Nscale supplying Nvidia GPUs from its data centers in Texas and Portugal, the company said. The project also includes a joint venture with Norway’s Aker, which will provide 52,000 additional GPUs from Nscale’s hyperscale AI campus in Narvik, Norway.

The partnership reflects the surging demand for AI computing power, as tech giants including Microsoft, Meta, and Alphabet race to build infrastructure capable of training and deploying massive AI models. According to Citigroup, global AI-related infrastructure spending is expected to surpass $2.8 trillion by 2029.

Nscale, which raised $1.1 billion in September from investors including Aker and Finland’s Nokia, said the funds will accelerate its data center expansion and position the company as a key player in the global AI supply chain.