Nvidia-backed Nscale, Anthropic in talks for new $45 billion AI cloud deal, source says

Nscale and Anthropic are in talks over a potential $45 billion AI cloud deal, according to a source cited by Investing.com. Nvidia is reportedly backing Nscale, linking the proposed arrangement to the broader build-out of computing infrastructure for large AI models.

The report describes negotiations rather than a completed transaction. No final terms, timetable or commitment from the parties is established in the available reporting, so the size of the proposed deal is the central confirmed detail.

For Nvidia, the connection runs through the hardware and financing ecosystem around AI data centers: a larger cloud build-out could create demand for Nvidia systems, while Nscale would be the infrastructure provider and Anthropic the prospective model customer. The proposed structure also ties a model developer’s computing needs to a supplier-backed cloud platform.

The outcome remains uncertain because the parties are still in talks and the report is attributed to a source. The next meaningful evidence would be a signed agreement, disclosed commitments or clarification from Nvidia, Nscale or Anthropic on the scope and timing of the project.