Model Moats: The Vanishing Weight and the Price of the Watt

Anthropic has committed nearly $90 billion to secure compute infrastructure through Nscale: $44.6 billion confirmed in a September SEC filing, plus a second deal worth approximately $45 billion now in advanced negotiations, a figure reported by Bloomberg on October 19 and confirmed in secondary coverage , not carried by any Nscale or Nvidia primary surface. Both deals target the Monarch Compute Campus in West Virginia. The numbers alone are the story: model weights are becoming a commodity, and the race has moved to who controls the watts. That shift did not happen gradually. It happened twice in one week. On October 20, DeepSeek open-sourced DeepInfer , releasing its production inference engine under Apache 2.0.

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