Nscale buys Anyscale as it seeks to own more of the AI compute stack
https://techcrunch.com/2026/07/30/nscale-buys-anyscale-as-it-seeks-to-own-more-of-the-ai-compute-stack/📌 【產業新聞】Nscale 以 16.5 億美元收購 Anyscale，試圖垂直整合 AI 算力堆疊
TL;DR：Nscale 透過收購 Anyscale，將軟體層的工作負載管理與底層基礎設施結合，打造垂直整合的 AI 算力服務。
隨著 AI 算力需求激增，單純提供硬體已不足夠。英國新興雲端業者 Nscale 正試圖透過收購軟體技術，直接接管客戶在 AI 支出中的更多環節。
🧩 從分散式框架 Ray 轉型至 AI 規模化平臺
Anyscale 由開發開源分散式程式設計 Python 框架 Project Ray 的團隊所創立。該公司最初致力於提供處理大規模運算需求平臺的服務，但在 2022 年 GPT-3 引發 AI 熱潮後，業務重心轉向為大型語言模型（LLM）提供規模化服務，範圍涵蓋：
- 模型訓練與推論 (Training & Inferencing)
- 資料策展 (Data Curation)
- 強化學習 (Reinforcement Learning)
- 其他任務的規模化服務
其平臺核心圍繞著 Ray 構建，並提供開發者工具、可觀測性 (Observability) 與編排 (Orchestration) 功能。
📊 Nscale 佈局垂直整合的 AI 算力堆疊
這次收購案反映了 Nscale 建立垂直整合業務線的策略。Nscale 的業務範疇已涵蓋能源、資料中心、編排軟體，而收購 Anyscale 後，將新增「工作負載管理」與「規模化」能力。
Anyscale 官方表示，兩家公司結合後可以「共同設計軟體層及其下方的基礎設施」，這種軟硬體協同優化的能力，是單獨優化單一層級所無法達到的。
💰 估值與市場動態
- 收購金額：據 Bloomberg 報導，Nscale 支付了 16.5 億美元收購 Anyscale。
- Nscale 財務狀況：今年 3 月完成 20 億美元的 C 輪融資，估值達 146 億美元。投資人包含 Nvidia、Nokia、Blue Owl、Dell 以及挪威工業巨頭 Aker。此外，Nscale 已與 Microsoft、British Telecom 及 Nordcraft 建立算力與資料中心合作關係。
- Anyscale 成長表現：Anyscale 在最近一個季度的營收較上一季成長了 70%。
🎯 實務啟示
對於工程師與企業而言，這象徵著 AI 算力供應商正從「單純提供 GPU 資源」轉向「提供軟硬體一體化的管理平臺」。未來，開發者可能能更直接地在底層基礎設施與高層分散式框架之間，獲得更深度的協同優化。
🔗 來源
- 標題：Nscale buys Anyscale as it seeks to own more of the AI compute stack
- 作者／機構：Ram Iyer @ TechCrunch AI
- 連結：https://techcrunch.com/2026/07/30/nscale-buys-anyscale-as-it-seeks-to-own-more-of-the-ai-compute-stack/
#AI #CloudComputing #Nscale #Anyscale #Ray #LLM #Infrastructure #TechNews #ComputeStack #DistributedComputing
原始資料 TechCrunch AI · 收集於 2026-07-31
摘要原文
In a bid to capture more of its customers’ AI spending, British AI neocloud Nscale is buying software startup Anyscale , which helps companies scale their AI workloads across data centers and servers. Nscale is paying $1.65 billion for Anyscale, Bloomberg reported , citing an anonymous source. Founded by the same team that built the open source Project Ray distributed programming Python framework, Anyscale started by building a platform that allowed people to run projects that needed large amounts of computing power. But after the launch of GPT-3 in 2022 brought AI into the spotlight, the company pivoted to offer scaling services for serving and training large language models, data curation, inferencing, reinforcement learning, and other tasks. The company’s platform is built around Ray, offering developer tools, observability, and orchestration. A deal to buy Anyscale would fall neatly into Nscale’s focus on building vertically to serve compute needs. The neocloud has set up business lines across energy, data centers, orchestration software, and now, with Anyscale, it will also offer workload management and scaling. “Together, Anyscale and Nscale can co-design the software layer and infrastructure beneath it, something that neither company could do as effectively by optimizing its layer alone,” Anyscale said in a statement . Nscale this March raised $2 billion in a Series C round that saw it valued at $14.6 billion. Its investors include Nvidia, Nokia, Blue Owl, Dell, and Norwegian industrial giant Aker. The neocloud has been busy putting that money, as well as various debt raises , to work, securing compute and data center partnerships with the likes of Microsoft , British Telecom , and Nordcraft . Anyscale, which was valued at $1.38 billion in a 2022 Series C round , said its revenue increased by 70% in its most recent quarter, compared to the previous sequential quarter. Nscale said Anyscale will continue to operate under its own branding and serve its existing
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