ANTHROPIC AND NSCALE REPORTEDLY NEAR A SECOND $45B COMPUTE DEAL

Summary from the TLDR Hardware newsletter

Anthropic and AI infrastructure provider Nscale are reportedly close to announcing a second $45 billion compute deal, just over a month after their first in August, though talks are ongoing and details could change. This would add to Anthropic's string of massive capacity commitments, even as some investors worry about spending outpacing profit. Nscale is also pursuing an IPO, but investors are pushing back on its proposed $30 billion valuation.