Nscale and Anthropic reportedly discuss a second $45B compute deal

In August, Nscale and Anthropic announced a $45 billion compute deal. The two are now reportedly in talks on another deal of the same size.

Why it matters: Two deals of this scale would make Nscale one of Anthropic's largest compute suppliers and show how much capacity frontier labs are locking up ahead of its IPO. It also raises the stakes of the neocloud shakeout: such contracts depend on the lender-financed buildouts now under strain.