Anthropic announced a six‑year, $45 billion compute contract with Nscale, a British AI‑infrastructure startup founded in 2024. The agreement, confirmed by a source close to the deal, will tap the Vera Rubin chip platform from Nvidia, a system that links six specialized chips to deliver cutting‑edge performance. Nscale will deliver the capacity from its flagship data center in West Virginia, with the first batch of power expected to flow to Anthropic’s AI labs in late 2027.
The move follows a flurry of large‑scale compute deals the company has struck in the last eight months. Earlier this month, Anthropic secured a $10 billion, six‑year cloud supply contract with Volta, a Norway‑based AI cloud startup. In July, it signed a $5 billion agreement with AMD, and in May the firm entered a partnership with SpaceX that provides about $1.25 billion worth of compute each month from two of the aerospace company’s data centers.
April saw Anthropic broaden its ties with Amazon, adding an extra five gigawatts of compute capacity, while also expanding relationships with Google and Broadcom. The aggressive procurement strategy reflects Anthropic’s push to close the gap with rivals like OpenAI, which continues to dominate the generative‑AI market.
Industry observers note that the race for AI horsepower is intensifying across the board. Google, Meta and OpenAI have all announced or are rumored to be pursuing similar compute‑expansion initiatives. By locking in a long‑term supply of high‑end hardware, Anthropic hopes to secure a stable foundation for its next generation of models and services.
While the Vera Rubin chips are still in early deployment, Nvidia’s reputation for leading‑edge AI silicon suggests the partnership could give Anthropic a technical edge. Nscale, which already counts Microsoft among its customers, is positioning itself as a key player in the emerging compute‑as‑a‑service market.
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