Anthropic just signed a $45 billion deal with Nscale for AI compute at an off-grid campus powered by 2GW of Caterpillar turbines and built with Nvidia chips.
The deal covers 460MW out of a planned 1.3GW Phase 1, with Phase 2 scaling up to 8GW.
Microsoft had signed an LOI but backed out earlier this summer, opening up the capacity to Anthropic.
The AI compute arms race is getting wild.

The deal covers 460MW out of a planned 1.3GW Phase 1, with Phase 2 scaling up to 8GW.
Microsoft had signed an LOI but backed out earlier this summer, opening up the capacity to Anthropic.
The AI compute arms race is getting wild.

11❤️1