NVIDIA - BACKED NSCALE , ANTHROPIC IN TALKS FOR NEW $45 BILLION AI CLOUD DEAL , SOURCE SAYS

What happened: Nscale is in talks to sell AI computing power to Anthropic in a deal that could be worth about $45 billion, a source told Reuters. The second facility would sit at Nscale's Monarch data center campus in West Virginia. Key numbers: About $45 billion potential deal value. Why it matters: The talks follow investor scrutiny of debt-driven AI infrastructure expansion and a global selloff in AI stocks after CoreWeave's shares slumped. Microsoft pulled out of a deal to anchor a flagship Nscale data center after power connection delays. Coverage: 6 outlets in 24h

NVIDIA-backed Nscale and Anthropic discussing a $45 billion AI cloud deal.

NVIDIA-backed Nscale and Anthropic discussing a $45 billion AI cloud deal. — impact context not separately stored; see What changed.