Anthropic, an AI research company, and Nscale, a provider of AI infrastructure, are reportedly close to finalizing a second $45 billion compute deal. This follows a similar agreement announced by the two companies just over a month ago. Bloomberg cited sources familiar with the discussions but noted that negotiations are ongoing and details could still change.
If completed, this deal would add to a series of large-scale compute agreements Anthropic has secured over the past year, reflecting the company's aggressive investment in AI infrastructure to support its development efforts. Both Anthropic and Nscale are currently preparing for initial public offerings (IPOs), with Anthropic expected to go public later this year.
Nscale is also pursuing an IPO but has encountered some investor resistance regarding its proposed $30 billion valuation, according to Bloomberg. The substantial financial commitments to AI compute capacity have raised concerns among some investors about the profitability and sustainability of such spending.
Despite these concerns, Anthropic continues to prioritize these partnerships, driven by confidence that the investments will yield long-term benefits in the competitive AI landscape. TechGlitz will provide updates as more information becomes available.