Making Tech Headlines · Page 3
Cloud Talks Reach the Bring-a-Calculator Stage
· New York time
Nscale is in talks to sell AI computing power to Anthropic in a new deal that could be worth about $45 billion, Reuters reported, citing a person familiar with the matter. The discussions concern a second facility at Nscale's Monarch data center campus in West Virginia. Anthropic already struck an August agreement to spend $45 billion renting computing power at the campus. The newly reported talks concern additional capacity, not merely a fresh description of that earlier commitment. A second Monarch building would deliver 460 megawatts of computing capacity, according to the report. The scale is the useful point. AI products arrive as tidy chat windows, but the businesses behind them must arrange substantial computing resources. The friendly box inviting a short question sits at the retail end of a much heavier industrial undertaking. A business assessment of another possible deal would turn on capacity, commitments and demand. The discussions do not guarantee that reported terms will become a signed transaction. The industry's visual language remains wonderfully misleading. A cloud sounds like something that drifts by for free. In practice, this one involves a West Virginia campus and a number large enough to make the spreadsheet request its own cooling system.
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