According to Reuters on October 19, citing Bloomberg, Anthropic—the team behind Claude—is negotiating a new compute collaboration agreement with Nvidia-backed AI cloud service provider Nscale. The plan involves a new facility at the Monarch data center campus in West Virginia, expected to provide approximately 460 MW of data center capacity and use Nvidia’s next-generation Vera Rubin computing platform.

01 | The rise of AI Agents continues to drive growth in computing demand
Anthropic’s continued expansion of computing investment is closely tied to the direction of AI applications. In the past, large models were mainly used for text generation, knowledge Q&A, and similar scenarios. AI is now accelerating into code development, complex reasoning, multimodal processing, and automated task