Shay Boloor(@StockSavvyShay):Anthropic is reportedly in talks for another 460 MW at Nscale's Monarch campus after already signing a $45B 6-year deal for the first 460 MW. That original deal works out to ~$16M in annual revenue per MW and with $GOOGL and $MSFT reportedly also pursuing the same site before Anthropic signed you can see how competition for large-scale AI compute clearly remains intense.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

335 Following 459K Followers

Shay Boloor@StockSavvyShay

2026.10.19 19:47

Anthropic is reportedly in talks for another 460 MW at Nscale's Monarch campus after already signing a $45B 6-year deal for the first 460 MW. That original deal works out to ~$16M in annual revenue per MW and with $GOOGL and $MSFT reportedly also pursuing the same site before Anthropic signed you can see how competition for large-scale AI compute clearly remains intense.