Anthropic is reportedly committing $45B to Nscale for 6 years of Nvidia Vera Rubin compute in West Virginia.
the capacity expected to start coming online in late 2027.
At $7.5 B per year on average, Anthropic is reserving scarce compute, power, cooling and data-center capacity instead of buying hardware outright.
Anthropic has already spread workloads across AWS Trainium, Google TPUs and Nvidia GPUs rather than depending on 1 hardware supplier.
The Nscale commitment adds a late-2027 reserve against continued Claude demand.