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Anthropic signs a 35 billion dollars cloud deal with Nvidia-backed Lambda

Anthropic has reportedly signed a massive 35 billion dollars agreement with the Nvidia-backed cloud computing provider Lambda to securely meet the surging demand for its Claude model. The upcoming capacity will be housed in a dedicated Texas facility currently being developed by the crypto-mining-turned-AI data centre company Hut 8, on a site that is leased directly by Nvidia itself. The involved parties have not yet officially announced the deal to the broader market.

Artificial Intelligence··Evening
A fenced transformer yard stands on dry Texas grassland, with a long part-clad steel-frame data centre behind it and bleached grass running to the horizon.

A 35 billion dollars deal with Lambda

According to initial reports brought forward by The Wall Street Journal, the artificial intelligence developer Anthropic has signed a massive cloud-computing agreement with the provider Lambda, valued at roughly 35 billion dollars. The sheer scale of the deal, which has since been corroborated by sources speaking to Reuters and Channel News Asia, indicates that the arrangement is designed to bring significant quantities of new Nvidia hardware online to meet the rapidly surging demand for the Claude model.[1], [2]

The data centre in Texas

The newly procured computing capacity is expected to be housed in a sprawling data centre located in Texas. Reporting by Channel News Asia adds that the facility is currently being developed in Nueces County by Hut 8, an enterprise that has pivoted from cryptocurrency mining into building artificial intelligence data centres. While the cloud provider Lambda is notably backed by Nvidia, the hardware giant also holds the lease for the specific site that Hut 8 is developing, strengthening its footprint across the project.[1], [2]

No official announcement

Despite the extraordinary financial commitments involved, neither Anthropic nor Lambda has officially announced the partnership to the public. As a direct result of this silence, critical details surrounding the arrangement—including the specific term of the contract, the agreed payment schedules, and the exit conditions for either party—currently rest on no public document, leaving the wider market without official confirmation.[1]

References

  1. News sourceWKZOAnthropic signs a 35 billion dollars cloud deal with Nvidia-backed Lambda↩1↩2↩3
  2. News sourceChannel News AsiaAnthropic signs 35 billion dollar cloud-computing deal with Nvidia-backed Lambda↩1↩2