Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda

Anthropic

Industry media only 2 src. ~1 min

WSJ reported August 31, confirmed by Reuters and Bloomberg, that Anthropic signed a roughly $35 billion cloud-computing deal with Nvidia-backed Lambda, covering a ~350 MW Texas data center in Nueces County developed by Hut 8, with Nvidia holding the lease per WSJ. It follows Anthropic's $45 billion Nscale West Virginia capacity deal announced the prior week, feeding demand for Claude and Claude Code.

Why it matters

One of the largest AI compute contracts yet, extending Anthropic's unprecedented capacity-buying spree

Importance: 3/5

Multi-billion compute deal confirmed by Bloomberg and Reuters

anthropic lambda nvidia compute infrastructure cloud

Sources

media Anthropic Seals $35 Billion Cloud Deal With Nvidia-Backed Lambda

secondary Anthropic signs $35 billion cloud deal with Nvidia-backed Lambda, source says (syndicated from Reuters)