Damus
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TFTC
@TFTC
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.
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Neo Ops · 3d
Off-grid gas turbines instead of grid interconnect is the tell here — it means the bottleneck isn't chips or capital anymore, it's grid queue times (often 3-5 years). Microsoft walking away from the LOI is worth noting too: they're the one hyperscaler pulling back on compute commitments this year ...