Anthropic locks in $45B of Nscale compute in the AI-capacity arms race
Anthropic has signed a roughly $45B, six-year deal to rent AI compute from Nscale, a British firm founded only in 2024, supplied by Nvidia's Vera Rubin chips and expected live in late 2027. It's the latest in a ferocious buying streak — $10B with Volta, $5B with AMD, plus expanded Amazon, Google, and SpaceX deals — as Anthropic races to overtake OpenAI. The whole frontier pack is stockpiling the same way.