https://blog.lynxflow.co/en/tags/nscale/Recent content in Nscale on Lynx Tech BlogHugo -- gohugo.ioenSat, 29 Aug 2026 08:00:00 +0800https://blog.lynxflow.co/en/posts/anthropic-nscale-45b-compute-deal/Sat, 29 Aug 2026 08:00:00 +0800https://blog.lynxflow.co/en/posts/anthropic-nscale-45b-compute-deal/<img src="https://blog.lynxflow.co/images/anthropic-nscale-45b-compute-deal.png" alt="Featured image of post A $45B Compute Stockpile: $7.5B a Year, 5x the Annualized Run of Its Last Monthly Deal" />A $45 billion, 6-year agreement works out to an average annual procurement intensity of about $7.5 billion — and just three months ago, Anthropic&rsquo;s compute deal with SpaceX was still billed monthly, at roughly $125 million a month, or only $1.5 billion annualized. Procurement intensity jumped about 5x in a single quarter. What&rsquo;s burning isn&rsquo;t compute — it&rsquo;s investors&rsquo; expectations for Anthropic&rsquo;s revenue curve. 1. What this deal is In August, Anthropic signed