GoKawiilAnthropic and Nscale reportedly nearing second $45 billion compute deal
Bloomberg reports, citing people familiar with the matter, that Anthropic and AI infrastructure provider Nscale are close to announcing another $45 billion compute agreement, just over a month after their first deal of the same size. Sources caution that talks remain ongoing and terms could still change. TechCrunch says it has contacted both companies for comment.
GoKawiil's interpretation of the reporting above, not reported fact.
A repeat deal of this size would extend Anthropic's string of massive compute commitments over the past year, at a time when some investors worry AI firms are spending far more on infrastructure than their revenues currently justify. The timing is notable because both companies are pursuing IPOs, with Nscale reportedly facing investor pushback over its proposed $30 billion valuation, suggesting that a new headline-grabbing deal could be read either as a vote of confidence or as added pressure ahead of public offerings.
- Anthropic and Nscale may announce a second $45 billion compute deal within about a month of their first.
- Bloomberg's sources say talks are ongoing and details could still change.
- Nscale is reportedly facing investor pushback over its $30 billion IPO valuation as both firms pursue public listings.
Source: techcrunch.com — Lucas Ropek, 2026-10-19
Published there as: “Nscale and Anthropic are reportedly in talks for yet another $45 billion compute deal”
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