Nscale and Anthropic are reportedly in talks for yet another $45B compute deal
THE SO WHAT
Another reported $45B compute deal for Anthropic underscores that top labs are locking in hyperscale capacity years out—everyone else is a price taker. If you’re not a frontier lab, architect for portability across clouds and alternative accelerators now, because spot access to premium GPUs will only get tighter and more volatile.
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