Anthropic continues compute-gobbling streak in $45

What happened

Anthropic has signed a deal to rent about $45 billion in AI compute from Nscale, a British AI infrastructure company, a source familiar with the deal told TechCrunch. Nscale, founded only in 2024, has already cut deals with the likes of Microsoft, and will supply Anthropic with compute via Nvidia’s Vera Rubin chips, its new state-of-the-art chip system.

A few months before that, in May, Anthropic revealed it had entered into a large computing deal with SpaceX (run by Elon Musk, whose rivalry with OpenAI CEO Sam Altman has made him an unlikely ally of Anthropic). 25 billion worth of capacity each month. In April, Anthropic also signed a deal to significantly expand its partnership with Amazon, gaining access to an additional 5 gigawatts of compute.

Why it matters

The Vera Rubin system combines six different chips working in concert, and is considered the cutting edge of chip design. The compute capacity is expected to start powering the AI lab’s services in late 2027, the source said. The deal, first reported by Bloomberg, is only the latest in a spree of compute partnerships for Anthropic.

Bloomberg writes that the deal spans six years, with the computing power coming from Nscale’s flagship data center in West Virginia. Over the past eight months, Anthropic has aggressively scaled up its compute capacity in an effort to better compete with rivals, most notably OpenAI.

Earlier this month, Anthropic signed a $10 billion deal with AI cloud startup Volta — founded only this past January — securing a six-year supply of cloud computing power from a data center in Norway. In July, the company also signed a $5 billion compute-related deal with AMD.

What to watch

That same month, the company also expanded its relationship with Google and Broadcom, adding even more power capacity. Anthropic is hardly alone in its enthusiastic pursuit of more AI horsepower. The race to gobble up as much compute capacity as possible is ongoing, with other major players — including Google, OpenAI, and Meta — all following a similar track.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.