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Anthropic and Nscale near second ~$45B compute deal as Nvidia weighs guaranteeing debt for West Virginia AI data center

1 fonte(s) · 2 atualização(ões) · publicado 19/10/2026 20:39 · coletado há 2 dias

Matéria consolidada. Reúne 2 matérias que o Tifon tinha publicado separadamente sobre a mesma história. A IA reescreveu o relatório com o que a fonte trouxe em 31/10/2026 00:07; os links antigos trazem para cá.

Fontes: techcrunch.com ×2 ↗

Anthropic and AI infrastructure provider Nscale were reported on 19 October 2026 to be close to a second compute deal worth about $45 billion, a little over a month after a first deal of similar size (techcrunch.com, citing Bloomberg). By 31 October, Nvidia was reported to be in talks to guarantee billions of dollars of debt financing for Nscale's planned Anthropic data center in West Virginia (techcrunch.com, citing The Information, later corroborated by Bloomberg). Under a residual value guarantee, Nvidia would step in if Nscale defaulted on construction payments, temporarily take over the facility, and help find a buyer and a new tenant. Anthropic has signed a $44.6 billion contract for the first 460-megawatt building alone, per Nscale's IPO filing, and the second deal, worth roughly $45 billion, is still under discussion. The arrangement reflects investor nervousness about AI buildout financing: neocloud shares (CoreWeave, Nebius, IREN) fell more than 30% in October, and Blackstone has warned that Anthropic may receive a below-investment-grade credit rating after its IPO. Both companies are pursuing IPOs. This is financial and industry news with no direct security threat, vulnerability or incident.

Detalhes técnicos

  • The West Virginia campus is expected to use Nvidia's next-generation Vera Rubin chips (techcrunch.com).
  • Nscale had about 25,000 advanced AI chips running in August, against a plan of nearly 500,000 (techcrunch.com).
  • Nvidia has extended roughly $170 billion in investments and credit support to neoclouds and large customers, including $1 billion in convertible financing committed to Nscale in September (techcrunch.com).
  • Microsoft pulled out of a planned Nscale site in England after grid power was pushed into the 2030s (techcrunch.com).
  • Anthropic is still expected to list this year (techcrunch.com, 19 October).

Relatos divergentes

  • Nscale IPO valuation: the 19 October report cites a proposed $30 billion valuation facing investor pushback, while the 31 October report says Nscale is seeking up to $35 billion (both techcrunch.com). The 31 October report is more recent.
  • Status of the second deal: on 19 October it was described as close to announcement, with sources cautioning that details could change. On 31 October it was described only as under discussion (both techcrunch.com). No source confirms that it has been signed.
  • Size of the first deal: it was described as about $45 billion on 19 October. The 31 October report cites Nscale's IPO filing for a $44.6 billion contract covering the first 460-megawatt building (techcrunch.com). The filing figure is the more precise one.

Linha do tempo

  1. techcrunch.com ↗ · pub. 30/10/2026 22:20 · coletado 30/10 23:00

    Nvidia in talks to guarantee billions in debt for Nscale's Anthropic AI data center in West Virginia

    ler a análise desta fonte

    Nvidia is in talks to guarantee billions of dollars in debt financing for AI cloud provider Nscale's planned Anthropic data center in West Virginia, according to The Information, later corroborated by Bloomberg. Under a residual value guarantee, Nvidia would step in if Nscale defaulted on construction payments, temporarily take over the facility, and help find a buyer and new tenant. Anthropic has signed a $44.6 billion contract for the first 460-megawatt building alone, per Nscale's IPO filing, and a second deal worth roughly $45 billion is under discussion. The arrangement reflects investor jitters about AI buildout financing: neocloud shares (CoreWeave, Nebius, IREN) fell more than 30% in October, and Blackstone has warned that Anthropic may receive a below-investment-grade credit rating after its IPO. This is financial and industry news with no direct cyber threat.

    Technical Details

    • The campus is expected to use Nvidia's next-generation Vera Rubin chips.
    • Nscale had about 25,000 advanced AI chips running in August, against a plan of nearly 500,000.
    • Nvidia has extended roughly $170 billion in investments and credit support to neoclouds and large customers, including $1 billion in convertible financing committed to Nscale in September.
    • Nscale is seeking an IPO valuation of up to $35 billion. Microsoft pulled out of a planned Nscale site in England after grid power was pushed into the 2030s.
  2. techcrunch.com ↗ · pub. 19/10/2026 20:39 · coletado 19/10 21:00 primeiro registro

    Anthropic and Nscale reportedly nearing second $45 billion compute deal, weeks after first

    ler a análise desta fonte

    Bloomberg reports, as relayed by TechCrunch, that Anthropic and AI infrastructure provider Nscale are close to announcing a second $45 billion compute deal, a little over a month after their first deal of the same size. Sources cautioned that talks are ongoing and the details could change. If completed, it would be the latest of many large compute agreements Anthropic has struck over the past year. Both companies are also pursuing IPOs: Anthropic is still expected to list this year, while Nscale faces investor pushback over a proposed $30 billion valuation. This is business and industry news with no direct security threat, vulnerability or incident.