Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC

Anthropic and Nscale previously inked a similar deal for a data center on the same site in the U.S.

Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC

TL;DR

  • Anthropic is in talks with Nscale for a second multibillion-dollar deal to lease computing capacity.
  • The potential deal involves a second 460-megawatt data center at the same U.S. site as a previous agreement.
  • The deal could be worth approximately $45 billion.
  • AI infrastructure companies like Nscale face challenges, including competition and power grid issues.
  • Nscale is reportedly committed to its U.K. project despite delays and is exploring alternative power sources.
  • Anthropic is increasing its computing capacity due to growing demand for its AI models.