Are Anthropic and Nscale close to another $45 billion compute deal?
Anthropic and Nscale may be preparing to announce another $45 billion compute deal, just over a month after the two companies unveiled a deal of the same size. Bloomberg reported that the companies are on the verge of an announcement, citing people familiar with the matter. Those sources cautioned that talks are still ongoing and that the details could change.
TechCrunch reached out to both companies for more information. The story will be updated if they respond.
Why are investors worried about AI compute spending?
If the agreement is finalized, it would be the latest in a long series of giant compute deals that Anthropic has struck over the past year. The spending has drawn scrutiny from a segment of investors who worry that AI companies are spending heavily on infrastructure without seeing matching returns. Anthropic has continued to pursue these partnerships anyway, based on its belief that the investments will pay off over time.
Is Nscale still pursuing a public listing?
Both companies are also working toward going public. Anthropic is still expected to go public this year. Nscale is also seeking a public listing, but Bloomberg reported on Monday that the company is facing investor pushback over its proposed valuation of $30 billion.
Este artigo foi escrito com a assistência de IA.
News Factory APP - notícias agênticas para impulsionar seu SEO e AEO.