AI
Nscale in talks with Anthropic for a second $45 billion campus deal
Nscale is in advanced talks over a second contract worth about $45 billion to give Anthropic another 460 megawatts at its Monarch campus in West Virginia, Bloomberg reported, again on Nvidia's Vera Rubin generation. The first lease, signed in August, was also $45 billion over six years. The talks coincide with a bumpy run-up to Nscale's New York listing, where investors are pressing for a $16 billion to $19 billion valuation against a roughly $30 billion target.