Anthropic 拟与 Nscale 追加 450 亿美元算力协议，西弗吉尼亚容量翻倍至 920 MW
Anthropic 又要跟 Nscale 签 450 亿美元算力大单，在西弗吉尼亚的容量直接翻倍，还可能包下整个园区一期，感兴趣的可以看看细节。
Anthropic 正与云算力商 Nscale 谈判第二笔约 450 亿美元的算力协议，将其在西弗吉尼亚 Monarch Compute Campus 的预订容量从 460 MW 翻倍至 920 MW，新增部分运行 Nvidia Vera Rubin 芯片。首份合同于 8 月签署，为 6 年、460 MW 的租约，2027 年底交付，年均 75 亿美元，折合约每 MW 1630 万美元。Monarch 一期设计总容量为 1.35 GW、共 3 栋建筑，Anthropic 还持有第三栋建筑的优先购买权，可能包下整个一期。Nscale 的 IPO 文件列出与 Anthropic 的协议总额约 446 亿美元，第二笔交易将强化其上市故事。
Anthropic is negotiating a 2nd $45B compute deal with Nscale that would double its West Virginia reservation to 920 MW.
This is for another 460 MW building at Nscale’s Monarch Compute Campus running Nvidia’s Vera Rubin chips, and Anthropic also holds a right of first refusal on the campus’s expected third building.
The first contract, signed in August, is a 6-year, 460 MW lease with delivery starting in late 2027, which averages $7.5B a year, or about $16.3M per MW.
Because Monarch’s first phase is designed for 1.35 GW across 3 buildings, Anthropic could end up holding the entire initial development.
Nscale’s IPO filing lists Anthropic agreements worth up to about $44.6B.
A second Anthropic deal would strengthen Nscale’s listing pitch, yet its value depends on Monarch energizing its first building and Vera Rubin racks on schedule in late 2027.
