Aker Shares Rise After Nscale Lands $45 Billion Anthropic AI Computing Contract

Anthropic agreed to pay $45 billion to rent AI computing power from Nscale's Monarch campus in West Virginia, Bloomberg reported August 26. Aker ASA, Nscale's parent, confirmed the deal August 27 and its shares climbed — a signal the market had not priced in a contracted revenue stream of this magnitude. The Monarch site is still under development, carrying execution risk on power and construction.