Compute · Compute Contract · Signed
Anthropic and Nscale GPU services agreements
Anthropic signed four GPU services agreements with Nscale subsidiaries for dedicated GPU infrastructure at Nscale's Monarch Compute Campus in West Virginia. Aggregate payments are up to about $44.6 billion, subject to delivery and availability requirements.
- Aggregate payments under the Anthropic Services Agreements
- up to about $44.6B
- Signed · S-1
Amounts
Each number with its type, status and the sentence it comes from
| Amount | Value | Status | Source |
|---|---|---|---|
Aggregate payments under the Anthropic Services AgreementsContract value · Anthropic → NscaleCondition: Subject to Nscale meeting specified delivery and service availability requirements“On August 25, 2026, we entered into the Anthropic Services Agreements, which provide for aggregate payments to us of up to approximately $44.6 billion, subject to our satisfaction of specified delivery and service availability requirements.” | up to about $44.6B | Signed | S-1 ↗ |
Participants
Roles as the source names them
| Organization | Role | Type | Note |
|---|---|---|---|
| Nscale | Provider | Neocloud | Through four wholly owned subsidiaries of Nscale Limited |
| Anthropic | Buyer | AI lab | Anthropic PBC |
Key terms
- Scope
- Dedicated GPU infrastructure services at the Monarch Compute Campus for NVIDIA Vera Rubin NVL72 GPUs. S-1 ↗
“On August 25, 2026, we entered into a series of GPU Services Agreements (collectively, the "Anthropic Services Agreements") with Anthropic PBC ("Anthropic"), pursuant to which we agreed to provide Anthropic with dedicated GPU infrastructure services at our Monarch Compute Campus to support the deployment of NVIDIA Vera Rubin NVL72 GPUs.”
- Site
- The Monarch Compute Campus is in Mason County, West Virginia. S-1 ↗
“which includes the Monarch Compute Campus in Mason County, West Virginia”
- Structure
- Four separate agreements, each between Anthropic and a wholly owned Nscale subsidiary. S-1 ↗
“The Anthropic Services Agreements are structured as four separate agreements, each between Anthropic and a wholly owned subsidiary of Nscale Limited.”
- Term
- Four tranches, each with a multi-year service term from acceptance, with extension options at Anthropic's election. S-1 ↗
“Pursuant to the Anthropic Services Agreements, we will provide Anthropic with dedicated GPU infrastructure services at our Monarch Compute Campus, deploying NVIDIA Vera Rubin NVL72 GPUs across four tranches, each with a multi-year service term commencing on acceptance of the applicable tranche and subject to extension options exercisable at Anthropic's election.”
- Financing
- As of the filing, Nscale had no binding commitments for the financing needed to perform the agreements. S-1 ↗
“As of the date of this prospectus, we have not obtained binding commitments for any of the financings required to fund performance under the Anthropic Services Agreements.”
Context
Nscale files for a US initial public offering
Sep 18, 2026 · Disclosed in the Nscale registration statement.
Company metric in the same source: Revenue, six months ended June 30, 2026 $140.6M
Filed, as of Jun 30, 2026 · “For the six months ended June 30, 2026 and 2025, we generated revenues of $140.6 million and $10.4 million, respectively, representing an increase of 1,252%.”
Company metric in the same source: Revenue, year ended December 31, 2025 $33M
Filed, as of Dec 31, 2025 · “Revenue for the year ended December 31, 2025 increased 73%, from $19.1 million in 2024 to $33.0 million in 2025.”
Company metric in the same source: Revenue, year ended December 31, 2024 $19.1M
Filed, as of Dec 31, 2024 · “Revenue for the year ended December 31, 2025 increased 73%, from $19.1 million in 2024 to $33.0 million in 2025.”
Sources
- SEC EDGAR (Nscale Limited), “Nscale Limited registration statement on Form S-1, September 18, 2026”, Sep 18, 2026 · Form S-1, accession 0001193125-26-395475 · retrieved Oct 21, 2026
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