Originally published on AI Tech Connect.
The two deals, side by side $45bn with Nscale. Bloomberg, CNBC and TechCrunch reported on 26 August 2026 a six-year commitment for compute capacity at Nscale's Monarch Compute Campus in West Virginia — a 2,250-acre site Nscale acquired in March 2026. About 460 megawatts, expected to start operating in late 2027, drawing on Nvidia's Vera Rubin chips. $35bn with Lambda. Bloomberg and the Wall Street Journal reported over 31 August and 1 September that Anthropic had signed on Monday 31 August with Lambda, an Nvidia-backed "neocloud". The capacity sits at Hut 8's Beacon Point campus in Nueces County, Texas — a one-gigawatt facility of which roughly 350 megawatts is the Anthropic portion. Nothing here is a press release. Neither Anthropic nor its counterparties have published terms. Every…
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