Compute · the Ledger · Capacity contract
Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B
Signed · announced 18 Sept 2026 · the week to 18 Sept 2026
- Size
- $44.6B
up to approximately $44.6B aggregate payments
The parties
- Anthropiccompany pageBuyer
- Nscalecompany pageProvider
The source
Nscale Form S-1, filed 2026-09-18Regulatory filing
A series of GPU Services Agreements dated 2026-08-25 between Anthropic PBC and Nscale, for dedicated GPU infrastructure services at the Monarch Compute Campus (Mason County, West Virginia) supporting NVIDIA Vera Rubin NVL72 GPUs. Aggregate payments to Nscale of up to approximately $44.6B. Term, megawatts and GPU count not stated in the passage read. The form of order is filed as Exhibit 10.25 (redacted). First public in the S-1 filed 2026-09-18.
The same parties, other deals
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- Dell Financial Services leases computing equipment to Nscale under 40 schedules totalling about $2.54B of initial-term rent$2.54B · 18 Sept 2026
- Nscale signs a multi-year GPU services agreement with Figure AI and takes a strategic stake in Figureundisclosed · 18 Sept 2026
- Nscale Services UK enters a $1.4B senior secured delayed-draw term loan to finance GPUs, at Term SOFR plus 5.00%$1.4B · 18 Sept 2026
- Nscale enters a revolving credit facility with JPMorgan Chase as agent, upsized from $770M to $900M$900M · 18 Sept 2026