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Anthropic to Pay Nscale About $45 Billion for 460 MW of Vera Rubin in West Virginia

On August 26, 2026, Bloomberg and Reuters reported Anthropic will pay Nscale about $45 billion over six years for roughly 460 megawatts of Nvidia Vera Rubin compute at Nscale’s Monarch campus in Mason County, West Virginia, from late 2027. Anthropic declined comment.

Tech Insights Reporter 4 min read San Francisco, CA
Cover illustration for Anthropic to Pay Nscale About $45 Billion for 460 MW of Vera Rubin in West Virginia

TLDR

Bloomberg on Wednesday, August 26, 2026 (1:02 p.m. EDT), corroborated by Reuters and the FT, said Anthropic will pay Nscale about $45 billion over six years to rent ~460 MW of NVIDIA Vera Rubin capacity at Nscale’s Monarch campus in Mason County, West Virginia, from late 2027. Campus phase 1: 1.35 GW, on-site gas; Microsoft is already a 1.35 GW tenant. Anthropic declined comment. This is talks/lease reported as agreed, not an Anthropic newsroom ship. Context from prior Reuters exclusives: Anthropic 2028 revenue $190–200 billion projections.

The reported terms

Item Bloomberg / Reuters Aug 26
Value ~$45B / 6 years
Power ~460 MW
SKU Vera Rubin, late 2027
Site Nscale Monarch, Mason County, WV
Status Companies not confirming on the record

Product-line de-dupe: not Aug 10 Theseus / Macquarie+GIC, not Aug 17 $65B run-rate, not May Colossus 1. A $45B named neocloud lease is first-class financing/infra. Sep 1 $35B Lambda is a different campus.

Why this story matters

Frontier-lab compute is now state-sized power blocks leased from neoclouds Nvidia also finances. Watch: an Anthropic 8-K or newsroom confirm, and whether Microsoft’s 1.35 GW next door makes Monarch a two-lab campus.

Sources

Prior Coverage

Earlier Times of AI reporting on this thread.

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