The pair already struck a $45 billion compute agreement in August; now they're reportedly negotiating an encore of the same size.
Nscale and Anthropic are in talks for a new $45 billion compute deal, just months after announcing one of the same magnitude in August, according to TechCrunch. If finalized, it would roughly double the companies' committed compute spend in under a year.
The pace reflects how aggressively Anthropic is locking up GPU capacity to keep pace with OpenAI and Google in model training and inference, even as debt concerns mount elsewhere in AI infrastructure financing.
Compute access is becoming the real moat in the model race, and whoever locks up supply first controls training cadence and pricing leverage. For operators, it's a signal that infrastructure capex — and the leverage funding it — will keep climbing across the stack.
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