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Industry AI Minute Newsroom 2026-10-20

Anthropic is in talks for a second $45 billion Nscale data center.

Anthropic is in talks for a second $45 billion Nscale data center.

Cloud firm Nscale is negotiating a second deal to rent computing power to Anthropic, Reuters reported Monday. A new building at the same US campus would add 460 megawatts, matching August's $45 billion deal. The talks are not final, and they come days after Microsoft walked away from another Nscale site.

Why it mattersAI labs now book power years ahead, and Anthropic is doubling down on one young supplier. If that supplier stumbles on power or debt, the models you use could feel the squeeze.

✓ Verified · 3 sources

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