Anthropic 磋商与 Nscale 第二笔 450 亿美元算力协议，西弗吉尼亚预留将翻倍至 920 MW

Rohan Paul· @rohanpaul_ai · X·2026-10-20 13:53· 43 分钟前AI 评分65

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Anthropic 正与 Nscale 磋商第二笔 450 亿美元算力协议，将把其西弗吉尼亚 Monarch Compute Campus 的预留容量翻倍至 920 MW。

正文 · 原文

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.

来源：Rohan Paul · x.com