According to a person familiar with the matter, Anthropic is in talks with U.K. neocloud Nscale for a second multibillion-dollar deal to lease computing capacity at a West Virginia site, covering another 460-megawatt data center. The deal could be worth around $45 billion, following a first deal that CNBC reported in August. Anthropic declined to comment, and CNBC has approached Nscale for comment. Rival neoclouds CoreWeave and Nebius have seen their shares fall 28% and 27% in the past month over borrowing concerns, while Nscale faces a report that Microsoft pulled out of a London data center deal over grid delays. Nscale said it remains committed to the project and is exploring alternative power sources, and it filed to list on the NYSE in September.
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| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
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- Anthropic in talks for second multibillion-dollar Nscale deal - CNBC
Anthropic is in talks with U.K.-based Nscale for a second multibillion-dollar deal to lease computing capacity at a U.S. site, according to CNBC, citing a person familiar with the matter. The agreement would reportedly cover a second 460-megawatt data center at the West Virginia site of an initial deal announced in August, and could be worth about $45 billion. Competitors CoreWeave and Nebius saw their shares fall 28% and 27%, respectively, over the past month. The Telegraph reported that Microsoft pulled out of a deal to anchor an Nscale data center outside London due to power grid connection delays, and Nscale, which filed to go public on the NYSE in September, is reportedly delaying those plans amid valuation concerns in the sector.
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