The key facts

  • Bloomberg: Anthropic and Nscale are close to a new $45 billion deal for computing capacity
  • Negotiations are still ongoing and details may change
  • Both companies are preparing for IPOs; Nscale faces investor doubts over its $30 billion valuation

A new $45 billion deal

Just over a month ago, Anthropic and AI infrastructure provider Nscale announced a $45 billion deal for computing capacity. Now, according to Bloomberg citing informed sources, the companies are on the verge of announcing another agreement for the same amount. The sources emphasized that negotiations are still ongoing and details may change. TechCrunch reached out to both companies for comment.

Context of major AI deals

If the deal goes through, it will be another in a series of large-scale computing capacity contracts that Anthropic has signed over the past year. TechCrunch notes that the enormous spending on AI infrastructure is worrying some investors, who fear that companies are spending too much without sufficient profits. Nevertheless, Anthropic continues such partnerships, betting that the investments will pay off.

IPO plans

Both companies are preparing to go public. Anthropic is expected to hold its IPO this year. Nscale is also aiming for a public listing, but, according to Bloomberg, it is facing investor resistance over its proposed $30 billion valuation.