Anthropic 与 Nscale 据报洽谈第二笔 450 亿美元算力协议
Nscale and Anthropic are reportedly in talks for yet another $45B compute deal
AI 导读
据 Bloomberg 援引知情人士报道，Anthropic 与 AI 基础设施提供商 Nscale 正洽谈另一笔 450 亿美元的算力协议，可能即将宣布。
摘要与补充说明
消息人士提醒谈判仍在进行，细节可能变化。一个多月前，两家公司刚宣布过一笔同等规模的 450 亿美元算力协议。若交易达成，这将是 Anthropic 过去一年一系列巨额算力交易中的最新一笔。报道称，大量资金涌入 AI 算力交易已令部分投资者担忧投入过多而利润不足，但 Anthropic 仍持续推进此类合作。
正文
In Brief
Posted:
4:39 PM PDT · October 19, 2026
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.