Anthropic in talks for second 460MW lease at Nscale's West Virginia campus
The reported $45 billion contract would double Anthropic's committed capacity at Monarch to 920MW; Microsoft already holds 1.35GW there.
At a glance
Anthropic is in talks for a second 460MW lease at Nscale's Monarch campus in West Virginia, a reported $45 billion contract that would double its committed capacity to 920MW.
Microsoft holds 1.35GW at the same campus, so a signed second Anthropic lease would take the two customers' commitments at Monarch beyond 2.2GW.
The reported offtake at Monarch rests on two named counterparties, and Anthropic's second block is still under negotiation.
Anthropic is in talks for a second 460MW lease at Nscale's Monarch campus in West Virginia, a reported $45 billion contract that would double its committed capacity to 920MW. The lease has not been signed.
Microsoft holds 1.35GW at the same campus, so a signed second Anthropic lease would take the two customers' commitments at Monarch beyond 2.2GW.
At $45 billion for 460MW, the reported contract implies about $98 million per megawatt, but the lease term is not reported. That figure cannot be compared with other capacity deals.
The reported offtake at Monarch rests on two named counterparties, and Anthropic's second block is still under negotiation. Microsoft's 1.35GW is committed; Anthropic's 920MW is not.
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