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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/23/2026 | 759.85 |
| Change that session | -0.54% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Anthropic's $750 Billion Compute Bill Could Delay Its Path to Profitability
According to a draft S-1 filing reported by The Wall Street Journal, Anthropic could spend up to $750 billion on compute over roughly the next decade, including $450 billion in noncancelable cloud contracts. The bulk of that goes to Alphabet ($160 billion for processors leased through Broadcom and $111 billion for Google Cloud), Amazon Web Services ($110 billion), Nvidia ($86 billion) and Microsoft ($31 billion). Revenue reached $16.3 billion in the first half of this year, up from $1.1 billion in the same period of 2025, but losses hit $80 billion, of which $72 billion came from an accounting adjustment tied to convertible notes. The article says GAAP profitability looks distant, even though the company was slightly profitable on an adjusted basis in the third quarter, and that losing a major customer could pressure margins, since two customers account for 20% of revenue.
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Anthropic is still pressing ahead with its IPO as planned in the middle of next month after making its prospectus public as early as late October, though people familiar with the matter say the plans and dates could change. The offering would test whether Anthropic can achieve a potential valuation of about US$1.5 trillion amid an AI market selloff, with marketing to investors expected the week of Nov. 9. Other AI infrastructure and data center issuers, including Switch, Nscale, SB Energy, AirTrunk REIT and Firmus, have delayed or paused their listings as rising rates and AI share and bond selloffs weigh on the sector, and Oura's recent IPO drew little long-only investor participation. Anthropic did not immediately respond to a request for comment.
- Making sense of Anthropic's $750 billion compute bet
A Wall Street Journal report on a new draft IPO prospectus says Anthropic's revenue for the first half of 2026 reached $16.3 billion, up from $1.1 billion a year earlier, while compute and infrastructure spending rose to nearly $9 billion from $2.3 billion. The company posted a net loss of $80.7 billion, mostly from accounting for convertible shares and notes. Its compute commitments could reach $750 billion, including non-cancelable contracts of $111 billion with Google, $110 billion with Amazon Web Services and $31 billion with Microsoft, regardless of actual usage. The discussion noted that about $600 billion is essentially committed, with talks on another $150 billion, and that two customers make up roughly a fifth of first-half revenue, so any pullback in hyperscaler spending could significantly hit revenue.
- Anthropic Is in Talks for Another $45 Billion AI Deal. Nvidia Could Be a Big Winner.
Anthropic, the company behind Claude, is reportedly in talks with British neocloud provider Nscale to expand an existing compute deal by about $45 billion in contract value, which would bring its total Nscale commitment to roughly $90 billion. The proposed deal would add 460 megawatts of capacity using Nvidia's Vera Rubin chips in a second building at Nscale's Monarch campus in West Virginia, plus a right of first refusal on a planned third building. Nscale's customer base is highly concentrated, with Microsoft and Anthropic accounting for about 85% of its contract value, and Microsoft pulled out of a planned UK data center after power connection delays. Anthropic is preparing an IPO reportedly targeting a $1.5–2 trillion valuation, with 2025 revenue of about $4.6 billion, $7.33 billion spent on computing and infrastructure, and an operating loss of over $8 billion.
- This Nvidia-Backed Cloud Computing Firm Is Reportedly In Talks To Sign A $45B Compute Deal With Anthropic
According to Bloomberg, Anthropic is in advanced talks to acquire about $45 billion of computing power from Nvidia-backed Nscale, centered on a second building at Nscale's Monarch campus in West Virginia that is slated to deliver 460 megawatts using Nvidia's Vera Rubin chips. Final terms are not set, and an agreement could come within days; both companies declined to comment. The site was first intended for Microsoft, which withdrew after signing a preliminary letter of intent. Anthropic already has infrastructure commitments with Nscale worth about $44.6 billion, according to filings tied to Nscale's upcoming public offering. Nscale closed a $3.36 billion pre-IPO round led by Third Point and is targeting a $30 billion valuation for its debut.
- Nscale in talks for $45 billion Anthropic AI deal as IPO looms
Nscale is in talks to secure a computing deal worth about $45 billion with Anthropic, according to Bloomberg News, which could strengthen the Nvidia-backed data center developer's bid for a roughly $30 billion valuation in its planned IPO. The proposed agreement would cover a second building at Nscale's Monarch campus in West Virginia, delivering 460 megawatts of capacity powered by Nvidia's Vera Rubin chips, and could be finalized within days, though terms could still change. Anthropic already has infrastructure agreements with Nscale worth as much as $44.6 billion, according to Nscale's IPO filing, and holds a right of first refusal on the campus's anticipated third building. Investors are scrutinizing AI infrastructure economics, and Nscale faces questions similar to CoreWeave's about financing, execution and converting its backlog into cash flow, since its contracts are future commitments rather than collected cash. Representatives for Nscale and Anthropic declined to comment.
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