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Anthropic in talks with Nscale for a second multibillion-dollar deal, CNBC reports

CNBC reported on Oct 20, 10:12 UTC that Anthropic is in talks with neocloud Nscale over a second multibillion-dollar deal; Yahoo also carried related coverage.

Developing storyAnthropic in talks with neocloud Nscale on second multibillion-dollar deal2 reports · latest 3h agoTimeline →

MarketAlleys Research Desk

Published · 4 min read

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Illustration for: Anthropic in talks with Nscale for a second multibillion-dollar deal, CNBC reports
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What happened

What happened

CNBC reported on Oct 20, 10:12 UTC that Anthropic is in talks with neocloud Nscale over a second multibillion-dollar deal, a source told CNBC. Yahoo also reported the discussions. CNBC's summary said Anthropic and Nscale previously inked a similar deal for a data center on the same site in the U.S.

Stocks market context

Stocks market context

As of Oct 20, 18:46 UTC the SPY ETF rose 0.22% from the prior close to $768.15 and the QQQ ETF fell 0.16% from the prior close to $717.24. NVIDIA fell 0.24% from the prior close to $216.57, Apple fell 0.78% from the prior close to $340.28, Microsoft fell 0.29% from the prior close to $531.97, Alphabet fell 1.29% from the prior close to $339.73, Meta Platforms fell 2.22% from the prior close to $689.78, Tesla rose 2.04% from the prior close to $375.57, and JPMorgan Chase rose 0.50% from the prior close to $335.21 (Finnhub).

Instrument Last Change Basis As of Source
S&P 500 (via SPY ETF) $768.15 +0.22% vs prior close Oct 20, 18:45 UTC Finnhub
Nasdaq 100 (via QQQ ETF) $717.24 -0.16% vs prior close Oct 20, 18:45 UTC Finnhub
NVIDIA $216.57 -0.24% vs prior close Oct 20, 18:46 UTC Finnhub
Apple $340.28 -0.78% vs prior close Oct 20, 18:46 UTC Finnhub
Microsoft $531.97 -0.29% vs prior close Oct 20, 18:46 UTC Finnhub
Amazon $262.50 +0.02% vs prior close Oct 20, 18:46 UTC Finnhub
Alphabet $339.73 -1.29% vs prior close Oct 20, 18:46 UTC Finnhub
Meta Platforms $689.78 -2.22% vs prior close Oct 20, 18:46 UTC Finnhub
Tesla $375.57 +2.04% vs prior close Oct 20, 18:46 UTC Finnhub
JPMorgan Chase $335.21 +0.50% vs prior close Oct 20, 18:46 UTC Finnhub

Related coverage

Yahoo published a Oct 19, 20:29 UTC story saying Anthropic is reportedly negotiating a $45 billion infrastructure agreement with cloud developer Nscale. Yahoo also ran an Oct 20, 12:53 UTC update reporting that Microsoft pulled out of a UK data center deal with Nscale. A later Yahoo piece on Oct 20, 17:07 UTC discussed the possibility that Anthropic may double down on the site Microsoft walked away from.

What to watch

What to watch

According to finnhub, ELV Q3 2026 earnings is scheduled Wed Oct 21 (before the open) and T Q3 2026 earnings is scheduled Wed Oct 21 (before the open); META Q3 2026 earnings and TSLA Q3 2026 earnings are scheduled Wed Oct 21 (after the close); and VLO Q3 2026, CMCSA Q3 2026, PG Q1 2027 and LMT Q3 2026 earnings are scheduled Thu Oct 22 (before the open).

  • Wed Oct 21 (before the open) — ELV Q3 2026 earnings · EPS estimate 4.73
  • Wed Oct 21 (before the open) — T Q3 2026 earnings · EPS estimate 0.61
  • Wed Oct 21 (after the close) — META Q3 2026 earnings · EPS estimate 6.00
  • Wed Oct 21 (after the close) — TSLA Q3 2026 earnings · EPS estimate 0.44
  • Thu Oct 22 (before the open) — VLO Q3 2026 earnings · EPS estimate 21.17
  • Thu Oct 22 (before the open) — CMCSA Q3 2026 earnings · EPS estimate 1.01

Sources and data

  • CNBC (secondary source) — Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC
  • Yahoo (secondary source) — This Nvidia-Backed Cloud Computing Firm Is Reportedly In Talks To Sign A $45B Compute Deal With Anthropic
  • Finnhub (market data) — market data

Market data as of Oct 20, 18:46 UTC; report generated Oct 20, 18:50 UTC. All times are UTC. Each table row shows its own timestamp and provider.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools from the sources listed above, and checked against our automated-content validation rules. It is for information only and is not investment advice.

Terms in this article

Sources & data

  1. CNBC (secondary, retrieved Oct 20, 2026, 06:51 PM UTC)
  2. Yahoo (secondary, retrieved Oct 20, 2026, 06:51 PM UTC)
  3. Finnhub (market-data, retrieved Oct 20, 2026, 06:51 PM UTC)

Market data as of Oct 20, 2026, 06:46 PM UTC.

This report was produced by the MarketAlleys Research Desk using automated data processing and language tools, built only from the cited sources and validated by rules described in our methodology. Spot an error? Request a correction.

Ask about this story

Questions are answered only from this article and the sources it cites.

MarketAlleys provides news and analysis for information only; it is not investment advice or a recommendation to buy or sell any security. Markets involve risk. Risk disclaimer.

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