- Reuters reported that Anthropic will rent Nvidia Vera Rubin computing capacity from Nscale’s planned 460-megawatt West Virginia campus, which is expected to begin operating in late 2027.
- Anthropic’s separate AMD agreement covers up to two gigawatts of Instinct MI450 capacity starting in H1 2027, with AMD investing up to $5 billion as milestones are achieved.
- The commitments show an AI infrastructure arms race in which Anthropic is diversifying across suppliers to secure capacity for projected revenue of $190 billion to $200 billion in 2028.