Nscale and Anthropic reportedly discuss another $45 billion compute deal

Nscale and Anthropic are reportedly discussing another compute deal worth $45 billion, according to Bloomberg, which cited people familiar with the matter. The talks are ongoing, and the details could change, those sources cautioned.

The companies announced a separate $45 billion compute deal in August. If the newly reported deal goes through, it would add to a series of large compute partnerships Anthropic has struck over the past year. TechCrunch said it contacted both companies for more information and would update its story if it received a response.

Some investors have been unsettled by the scale of spending on AI computing. They worry that companies are spending too much for too little profit. Anthropic has continued pursuing these partnerships, driven by the belief that they will pay off eventually.

Both companies are pursuing IPOs. Anthropic is still expected to go public this year. Bloomberg also reported that Nscale is facing investor pushback over its proposed $30 billion valuation.