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00:02N-Scale is in talks to sell AI computing power to Anthropic in a deal potentially worth $45 billion, according
00:09to Reuters.
00:10The proposed agreement would cover a second facility at N-Scale's Monarch Data Center campus in West Virginia.
00:15The facility would provide 460 megawatts of computing power using NVIDIA's Vera Rubin AI chips.
00:21Anthropic already agreed in August to spend $45 billion renting computing capacity at the campus.
00:26The company also has the right of first refusal on a planned third building.
00:30The discussions come as investors scrutinize debt-driven AI infrastructure expansion.
00:35Microsoft recently withdrew from a separate N-Scale data center deal following power connection delays.
00:40N-Scale's total contracted value has grown from $100 million to more than $103 billion in two and a half
00:47years,
00:47with Microsoft and Anthropic expected to become major customers.
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