Nscale and Anthropic are reportedly in talks for yet another $45B compute deal
What's happening
Anthropic is reportedly in talks with Nscale for a new $45 billion compute deal, which would be the latest in a string of giant compute agreements the company has struck over the past year. Anthropic's S-1 highlights rapid growth, mounting risks, and rising computing costs as its infrastructure spending balloons ahead of a planned November IPO. At the same time, Anthropic's cloud partnerships are described as getting messy, with cloud providers increasingly viewing Anthropic as a competitor and making it harder to secure enough compute.
Why it's trending
This is rising now because Anthropic's infrastructure spending and IPO timetable are colliding with strained cloud relationships and another massive potential compute commitment.
SignalNewly emerging, confirmed across 2 independent source types.
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Doubling down on a $45B compute deal with Nscale might be the worst defensive move Anthropic can make right before an IPO, here's why that could backfire fast.
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Original sources3
- Anthropic’s cloud partnerships are getting messy
Anthropic is reportedly struggling to secure enough compute from cloud providers that increasingly view it as a competitor, even as its infrastructure spending balloons ahead of a planned November IPO.
TechCrunch AIOct 20 - Anthropic S-1 Shows Red-Hot Growth, Risks and Computing CostsHackerNewsOct 20
- Nscale and Anthropic are reportedly in talks for yet another $45B compute deal
If the deal goes through, it would be the latest in a long string of giant compute deals Anthropic has struck over the past year.
TechCrunch AIOct 19
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