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The Markets Desk — Week 46 · Wed 11 Nov 2026
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

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.

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