nScale and Anthropic in talks over $45 billion cloud deal
Anthropic is also negotiating a second building at nScale's Monarch complex, where Monarch 2 is expected to deliver 460 MW of compute power.
Published
The talks come days after Anthropic reported third-quarter revenue of $16.8 billion.
A $45 billion compute commitment to nScale would add to deals Anthropic has already struck with Akamai, SpaceX and Broadcom, extending a pattern of locking in capacity ahead of a compressed initial public offering timeline set for before Thanksgiving. It comes as the company works to defend its growth story to bankers after investors trimmed their valuation expectations, with questions over a Pentagon supply-chain ruling and government-relations risks still unresolved in its prospectus. For mega-cap technology and AI infrastructure names, continued large-scale compute commitments keep the demand narrative intact heading into the roadshow.
© Raydn · raydn.us