据报道 Nscale 与 Anthropic 正就又一笔 450 亿美元算力交易进行洽谈
英文标题：Nscale and Anthropic are reportedly in talks for yet another $45 billion compute deal
继 8 月公布一笔 450 亿美元算力协议后，AI 基础设施提供商 Nscale 与 Anthropic 据报正就又一笔同等规模的 450 亿美元巨额算力合作展开磋商。若交易达成，这将是 Anthropic 在过去一年中狂揽巨额算力资源的最新延续，而目前两家公司也均在积极推进各自的 IPO 进程。尽管市场对 AI 基础设施过高资本支出与回报周期拉长抱有疑虑，但该交易再次印证了前沿大模型企业对底层超大规模算力的极致争夺仍在加剧。
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中文
一个多月前，Anthropic 与 AI 基础设施供应商 Nscale 宣布达成了一笔 450 亿美元的算力协议。如今，双方可能即将再次敲定类似合作。
彭博社报道称，据知情人士透露，两家公司据传即将宣布又一笔价值 450 亿美元的算力大单。但相关知情人士也提醒，目前谈判仍在进行中，具体细节仍有可能发生变化。
若这笔交易最终落实，它将成为 Anthropic 在过去一年里达成的一连串庞大算力交易中的最新一笔。TechCrunch 已联系 Nscale 与 Anthropic 征求置评，后续如有回应将更新报道。
涌入 AI 算力交易的巨额资金已引发了部分投资者的担忧，他们担心各家公司在此类项目上投入过大却换来极微薄的利润。尽管如此，坚信长远来看终将获得回报的 Anthropic 依然坚定不移地推进此类合作。
此外，Anthropic 和 Nscale 目前都在推进 IPO。Anthropic 仍有望在今年实现上市。Nscale 也正在谋求公开上市，但彭博社今日报道称，该公司拟定的 300 亿美元估值正遭遇投资者的阻力。
English / 原文
A little over a month ago, Anthropic and AI infrastructure provider Nscale announced a $45 billion compute deal. Now, the duo may be about to do it again.
Bloomberg reports that the two companies are said to be on the verge of announcing yet another $45 billion compute deal, citing people familiar with the matter. Those sources cautioned that talks are still under way and that the details could change.
If the deal goes through, it would be the latest in a long string of giant compute deals Anthropic has struck over the past year. TechCrunch reached out to Nscale and Anthropic for more information and will update this story if we hear back.
The massive amount of money being sunk into AI compute deals has spooked a certain segment of investors, who worry that companies are spending too much money for too little profit. Still, Anthropic has pressed on with such partnerships, driven by the belief that it will all pay off in the end.
Both Anthropic and Nscale are also currently pursuing IPOs. Anthropic is still expected to go public this year. Nscale is also seeking to go public, although Bloomberg reported today that the company is experiencing investor pushback over its proposed valuation of $30 billion.