Anthropic eyes a second $45B compute deal as the middle layer bleeds
ccerrato147 · x · 2026-10-25
The author maps what's rising and falling in AI compute: demand is up — Anthropic is reportedly in talks for a second $45 billion compute deal with Nscale. But companies in the middle are struggling: Firmus pulled its IPO, AirTrunk delayed its listing, and CoreWeave's bonds yield about 15%.
Related event: AI Compute Demand Soars as Midstream Neoclouds Bleed Under Debt(4 posts)→
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