TechCrunch reported on Monday that Anthropic and Nscale, an AI infrastructure provider, may be close to a second $45 billion compute deal. TechCrunch said Bloomberg first reported it, citing people familiar with the matter. The two firms announced a $45 billion compute deal a little over a month ago. Compute means the computing power used to train and run AI models. TechCrunch also said Anthropic has signed many large compute deals over the past year.
Bloomberg's sources said talks are still going and the details could change. No deal has been announced. TechCrunch said it asked Anthropic and Nscale for comment and had not heard back when it published. The sources do not say what the new deal would cover, when it might be announced, or how it differs from the first one. TechCrunch also noted that both firms are pursuing IPOs, meaning sales of shares to the public. It said Anthropic is still expected to list this year. Bloomberg reported that Nscale faces investor pushback over its proposed $30 billion valuation.
For teams that build or buy AI software, compute deals like this shape who supplies the capacity behind AI services. TechCrunch said some investors worry that AI firms are spending too much for too little profit. Anthropic has kept making such deals anyway, TechCrunch said.