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NBIS (NBIS) — AI News & Analysis

Every AI Agent Update story mentioning NBIS (NBIS), with our bullish / bearish read on each.

$160.40Latest close · 2026-10-23
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Nscale's next Anthropic deal would take one West Virginia campus to ~$90B

Tuesday, October 20, 2026 · Mixed

Nscale is in talks to sell Anthropic another ~$45 billion of AI computing capacity — a second building at its Monarch campus in West Virginia running ~460 MW of Nvidia's Vera Rubin chips. Stacked on August's ~$45B deal, a single campus would hold one of the largest AI infrastructure commitments ever made.

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