由辉达支持的AI云端运算公司Nscale正与Anthropic就一项价值约450亿美元的算力销售协议进行深入谈判。这项潜在交易涉及Nscale位于西维吉尼亚州Monarch资料中心园区的第二座设施，预计将采用辉达先进的Vera Rubin晶片，提供高达460兆瓦的运算能力，而Anthropic同时也拥有该园区预计兴建的第三座设施之优先承租权。
作为资料中心供应商的重要客户，估值达9650亿美元并准备上市的Anthropic近期积极扩充算力，此前已与Nscale签订最高约446亿美元的基础设施合约（该据点原由微软签署意向书但最终退出）。此外，Anthropic还分别与Fluidstack、Volta Infrastructure及SpaceX达成500亿、100亿与450亿美元的巨额合作协议。
尽管客户需求强劲，Nscale在9月申请美国IPO并寻求300亿美元估值时仍面临诸多挑战，包含挪威旗舰资料中心工期延误六个月，以及两份Anthropic合约所需的AI晶片与设备融资尚未完全到位。同时，市场对AI基础设施巨额举债日益警惕，不仅投资人敦促Nscale将估值下调至160亿到190亿美元，韩国同业Elice上市首日股价暴跌32%也凸显了市场担忧，尽管Nscale上月已在Third Point领投下完成33.6亿美元的上市前融资。
Nvidia-backed AI cloud computing firm Nscale Ltd. is in advanced negotiations to sell computing power to Anthropic PBC in a deal potentially worth around $45 billion. This agreement involves a second facility at Nscale's Monarch data center campus in West Virginia, which will utilize Nvidia's advanced Vera Rubin chips to deliver 460 megawatts of computing power, with Anthropic also holding the right of first refusal for the campus's expected third building.
As a premier client for data center providers, Anthropic—valued at $965 billion ahead of its own planned IPO—is aggressively securing computing capacity and already holds up to $44.6 billion in existing infrastructure agreements with Nscale at the West Virginia site after Microsoft Corp. walked away. Beyond Nscale, Anthropic has signed massive computing pacts including $50 billion with Fluidstack Ltd., $10 billion with Volta Infrastructure Holdings Ltd., and $45 billion with SpaceX.
Despite strong customer demand, Nscale faces significant execution and financing hurdles ahead of its US IPO, including a six-month construction delay at its flagship Norway facility and the need to secure chip financing for both Anthropic contracts. Growing investor skepticism over heavy borrowing in the AI data center sector has prompted calls for Nscale to lower its $30 billion valuation target to between $16 billion and $19 billion—a market caution underscored by rival Elice Inc.'s 32% debut plunge in Korea—even after Nscale raised $3.36 billion in a pre-IPO round led by Third Point.