Anthropic Reportedly Nearing Second $45 Billion Compute Deal With Nscale
Bloomberg reports that Anthropic and AI infrastructure provider Nscale are close to a second $45 billion compute deal, a little over a month after announcing their first one. The talks are ongoing and details could change, and the deal would add to a long string of massive compute agreements Anthropic has struck over the past year. Both companies are pursuing IPOs, though Nscale is reportedly facing investor pushback over its proposed $30 billion valuation.
Skynet Chance (+0.01%): Massive compute scaling enables more capable frontier models, which slightly raises control and alignment risk. Anthropic's safety-focused orientation partially offsets this.
Skynet Date (+0 days): Another $45 billion in compute speeds up frontier capability development, modestly pulling potential risk timelines closer.
AGI Progress (+0.01%): A doubling of committed compute with Nscale lets Anthropic train and serve larger, more capable models, an important input for progress toward AGI.
AGI Date (+0 days): Continued aggressive compute investment, despite investor concern about profitability, signals sustained acceleration of the scaling race and modestly shortens AGI timelines.
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