Anthropic and Nscale in Talks for New $45 Billion Compute Deal

Following a previously announced $45 billion agreement, Anthropic and AI infrastructure provider Nscale are holding talks for another compute deal of a similar scale.

According to a report by Bloomberg citing sources close to the matter, the two companies are preparing to announce a massive $45 billion compute agreement. Sources particularly emphasize that negotiations are ongoing and details are subject to change.

Assessment: If finalized, this potential deal will be the latest in a series of large-scale infrastructure agreements signed by Anthropic over the past year. While these massive funds poured into AI infrastructure have raised concerns among some investors that costs are far outpacing profitability, Anthropic remains determined to continue its partnerships. Meanwhile, both companies are pursuing initial public offerings (IPOs); Anthropic is expected to go public this year, while Nscale faces investor resistance over a $30 billion valuation offer.