Anthropic agrees to pay Nscale $45B over six years for ~460 MW at the Monarch campus in West Virginia
Confirmed
The takeaway
Bloomberg reported on Aug 26, 2026 that Anthropic agreed to spend $45B over six years renting about 460 MW of AI computing capacity from Nscale at its Monarch Compute Campus in Mason County, West Virginia, with Nvidia Vera Rubin chips coming online from late 2027.
Status
- Claim
Confirmed
- Our reporting
- High confidence
- Importance
- 3 of 5
- Last verified
- 10 October 2026
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Key facts
- Deal (Bloomberg via TNW, Aug 26): ~$45B over six years, ~460 MW (roughly what 345,000 US homes draw), first of three buildings; Nvidia Vera Rubin chips from late 2027
- Campus: Monarch Compute Campus, up to 2,250 acres in Mason County, WV, acquired by Nscale in March 2026 via AIP Corp; ~1.35 GW for the first buildings, power runway above 8 GW; full campus plus on-site power plant ~$71B per planning documents, $47B of it chips (TNW)
- Microsoft signed a letter of intent for 1.35 GW in March 2026 and walked away in the summer, leaving Anthropic as tenant (TNW)
- The contract became the largest item in Nscale’s ~$103B contracted backlog ahead of its US listing (see Nscale raises $3.36B in convertible notes ahead of a planned ~$35B NYSE IPO)
- Chestnut grove (Oct 2026): about 200 blight-resistant American chestnuts planted in the 1970s at the former Clements State Tree Nursery in West Columbia, the main seed source of the American Chestnut Foundation’s WV chapter, may be cleared as early as Nov 1, 2026, per advocacy sources cited by Futurism and Gadget Review; the project’s website says the nursery is not on its land, and neither Nscale nor Anthropic had commented (unresolved)
- TACF’s WV chapter newsletter (April 2026) says it had tried for years to learn whether the trees would be affected, with no reply from the governor’s or commerce secretary’s office
What happened
Anthropic added another multi-year compute lease to a string of 2026 deals (SpaceX, Fluidstack, Lambda, Akamai). Nscale, a two-year-old London company, took over a West Virginia site first planned for Microsoft and booked Anthropic as its anchor tenant before going public.
Why it matters
It is one of the largest single compute contracts of 2026 and a big part of Nscale’s backlog. The chestnut grove dispute shows how local environmental concerns around AI campuses now reach the labs that rent them, even when the lab is only a tenant.
Sources
6 sources from 6 sites. Numbers match the chips in the text.
6 sources: 1 primary, 5 press
Primary
- American Chestnut Foundation, WV chapter newsletter (April 2026): Monarch Data Center in Mason Countytacf.org, official
Press
- Bloomberg: Anthropic to pay Nscale $45 billion for AI computing power (Aug 26, 2026)bloomberg.com, press
- TNW: Anthropic signs $45B compute deal with Britain’s Nscalethenextweb.com, press
- DatacenterDynamics: Anthropic signs $45bn compute capacity agreement with Nscale (report)datacenterdynamics.com, press
- Futurism: One of America’s last remaining chestnut groves could be wiped out for an AI data center (Oct 10)futurism.com, press
- Gadget Review: One of America’s last chestnut groves is about to be destroyed for a data centergadgetreview.com, press
Changes
- Filed as a review (the deal had only been mentioned inside the Nscale IPO entry), with the October chestnut-grove dispute (Futurism)