AIMicrosoft 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.
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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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.
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.
