Nscale and Anthropic are reportedly in talks over a cloud-computing deal that could be worth about $45bn, according to Bloomberg's October 19, 2026 report. The new deal would be on top of an August 2026 agreement worth as much as $44.6bn, pushing total commitments between the two toward roughly $90bn. The talks concern a second facility at Nscale's Monarch campus in West Virginia, built around Nvidia Vera Rubin chips, but nothing has been signed and neither company has confirmed the terms. The August contract gave Anthropic about 460 megawatts of capacity over six years after Microsoft walked away from a 1.35-gigawatt commitment at the same campus. Nscale is also heading toward a stock market listing with a target valuation of about $30bn, while the talks rely on unnamed sources rather than filings or statements.
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Original headline: Nscale , Anthropic Talks Point to Second $45bn Compute Deal
Read the original on financial-news.co.uk ↗
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cloud computingartificial intelligenceNvidiaAnthropic
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/19/2026 | 533.52 |
| Change that session | +0.84% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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