Anthropic Secures $35 Billion Cloud‑Computing Agreement with Lambda
Anthropic, the artificial‑intelligence developer, has entered into a cloud‑computing contract valued at $35 billion with Lambda, a cloud‑service provider that is financially backed by Nvidia. The agreement was reported by the Wall Street Journal and confirmed by sources familiar with the matter.
Lambda plans to operate the cloud capacity from a data‑centre currently under construction in Nueces County, Texas, by Hut 8, a Bitcoin mining and data‑centre development firm. Nvidia, which holds an investment stake in Lambda, will supply the chips that will be installed in this facility, and the company has previously signed a separate agreement with Hut 8 to secure the required capacity.
The specific amount that Lambda will remit to Nvidia for access to the Texas data‑centre space was not disclosed in the reporting. The deal follows Anthropic’s earlier effort to secure cloud capacity after experiencing a supply shortage earlier in the year as demand for its AI products grew.
In August, Anthropic signed a separate $45 billion cloud‑capacity agreement with Nscale, another Nvidia‑backed cloud provider, as reported by Bloomberg. Both agreements underscore Anthropic’s strategy of partnering with Nvidia‑affiliated cloud platforms to meet its expanding computational needs.