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TechCrunch · AI· Lucas Ropek·· 3 小时前AI 评分60

Anthropic 与 Nscale 据称洽谈第二笔 450 亿美元算力协议

Nscale and Anthropic are reportedly in talks for yet another $45B compute deal

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彭博援引知情人士称,Anthropic 与 AI 基础设施公司 Nscale 正洽谈再签一笔 450 亿美元算力协议,一个多月前双方刚宣布过同等规模的协议。消息人士提醒谈判仍在进行、细节可能变化。两家公司目前都在推进 IPO,Anthropic 预计今年上市,Nscale 则因 300 亿美元估值遭到投资者反对。

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Posted:

4:39 PM PDT · October 19, 2026

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Image Credits:Kyle Grillot/Bloomberg / Getty Images
  • Lucas Ropek

A little over a month ago, Anthropic and AI infrastructure provider Nscale announced a $45 billion compute deal. Now, the duo may be about to do it again.

Bloomberg reports that the two companies are said to be on the verge of announcing yet another $45 billion compute deal, citing people familiar with the matter. Those sources cautioned that talks are still under way and that the details could change.

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 reached out to Nscale and Anthropic for more information and will update this story if we hear back.

The massive amount of money being sunk into AI compute deals has spooked a certain segment of investors, who worry that companies are spending too much money for too little profit. Still, Anthropic has pressed on with such partnerships, driven by the belief that it will all pay off in the end.

Both Anthropic and Nscale are also currently pursuing IPOs. Anthropic is still expected to go public this year. Nscale is also seeking to go public, although Bloomberg reported today that the company is experiencing investor pushback over its proposed valuation of $30 billion.

来源:TechCrunch · AI · techcrunch.com