Nscale and Anthropic reportedly in talks for second $45B compute deal

·2026.10.20 08:39

Key point

Bloomberg reports the companies are on the verge of announcing a new agreement, following a similar deal struck just over a month ago.

Bloomberg reports Nscale and Anthropic are on the verge of announcing another $45 billion compute deal, citing people familiar with the matter.
Sources caution that talks are still underway and details could change, though the potential deal would follow a $45 billion agreement announced by the pair in August 2026.
Both companies are currently pursuing IPOs, with Anthropic expected to go public this year and Nscale facing investor pushback over its proposed $30 billion valuation.
The continued expansion of AI compute partnerships has spooked some investors who worry about excessive spending relative to profit, though Anthropic maintains these investments will pay off.

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