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Nscale, 웨스트버지니아 부지 관련 Anthropic과의 446억 달러 규모 컴퓨팅 계약 추진.

이 규모의 거래는 Anthropic을 Nscale의 주요 앵커 테넌트로 자리매김하게 할 것이며, 다년간 neocloud 오프테이크 계약의 새로운 기준을 세워 경쟁사들이 유사한 앵커 약정을 확보하도록 압박할 것이다.
업계 전문지Slicast · 2026년 10월 20일 16:21 UTC · 미국 · 출처: ET Datacenters
중요도 90

Nscale, an AI infrastructure company, is reportedly in talks to sell US$44.6 billion in compute power to Anthropic at its Monarch data center campus in West Virginia.

The London-based developer would be negotiating its second such agreement with Anthropic, Bloomberg reported, citing sources familiar with the discussions. The deal is expected to back a second facility at the Monarch campus.

Anthropic reportedly has existing agreements with Nscale for AI infrastructure. The Monarch campus is planned to have 1.35 GW of capacity in its initial phase, with potential expansion to over 8 GW. The project is supported by a US$20 billion capital investment. Nscale is collaborating with development partners NVIDIA and Caterpillar on the campus infrastructure.

Microsoft had previously intended to lease the Monarch facility but withdrew shortly after signing a letter of intent. A similar situation occurred when Microsoft pulled out of Nscale's AI data center project in Loughton, Essex, citing electricity supply concerns. Nscale stated that it remains committed to the Loughton project and is exploring alternative power sources for that site.

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Nscale, 웨스트버지니아 부지 관련 Anthropic과의 446억 달러 규모… · Slicast