Anthropic and Nscale in talks for second $45 billion compute deal

OPA WIRE, Oct 20 (OPA) — Anthropic and Nscale are nearing an agreement for a $45 billion compute deal, according to reports citing individuals familiar with the negotiations. While the companies have not confirmed the terms, sources indicated that discussions remain ongoing and details are subject to change.

This potential transaction follows a $45 billion compute partnership between the two firms announced in September. The deal represents the latest in a series of high-value infrastructure agreements secured by Anthropic over the past year as the company scales its AI operations.

Heavy capital expenditure on AI infrastructure has drawn scrutiny from some investors concerned about the long-term profitability of such massive investments. Despite these market anxieties, Anthropic continues to prioritize compute capacity to support its development roadmap.

Both companies are currently preparing for initial public offerings. Anthropic is expected to list this year, while Nscale faces investor resistance regarding its proposed $30 billion valuation. Neither company has provided official comment on the reported deal or their respective IPO timelines.