Per The Information (relayed here): Nscale's contracted-revenue backlog roughly doubled, from $51B to $103B, on the back of a single $45B Anthropic compute deal. A concrete marker of how much AI-lab demand is flowing into neocloud capacity ahead of the IPO wave.
NSCALE NOW TOUTS $103 BILLION IN CONTRACTED REVENUE AHEAD OF IPO: THE INFORMATION Nscale is telling prospective investors it has ~$103B in total contracted revenue after landing a $45B compute deal with Anthropic. • Up from $51B before the Anthropic deal • Contracts average
Per The Information (relayed here): Nscale's contracted-revenue backlog roughly doubled, from $51B to $103B, on the back of a single $45B Anthropic compute deal. A concrete marker of how much AI-lab demand is flowing into neocloud capacity ahead of the IPO wave.
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