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Microsoft and Anthropic reportedly account for 85% of Nscale's $103B total contract value

Techmeme, citing Bloomberg's coverage of Nscale's S-1 filing, says only $2.6 billion in contract value was active as of late August 2026.

Susan ZhangSZ
1 Source, 20d ago, first seen 20d ago

TLDR

Techmeme, citing Bloomberg, says Nscale's S-1 filing shows $103 billion in total contract value, with Microsoft and Anthropic accounting for 85%. The report puts active contract value at only $2.6 billion as of late August 2026.

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1 Source, first seen 20d ago

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Combined views

9.5K

1 Source, first seen 20d ago

34 likes14 saves

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Susan Zhang@suchenzangtrust. as with all good things, they go up up and far away !20d
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    Susan Zhang@suchenzangtrust. as with all good things, they go up up and far away !20d
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