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Wall Street Journal · Anissa Gardizy ·

Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8

Nvidia will supply chips to Texas data center and hold the lease, another example of the company using its financial might to boost a customer

Nvidia Anthropic
In this story Anthropic Hut 8 Lambda Nvidia
Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8

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Wall Street Journal — Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8 ↗

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Related stories

Bloomberg: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips
Bloomberg: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft
The Information: Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade
Bloomberg: Neocloud Lambda is in talks to raise up to $3B at a $12B+ valuation, and its 2026 revenue is expected to reach $1.5B+; Lambda raised $1.5B+ in 2025
Bloomberg: Indian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems and plans to offer 1GW of computing capacity as part of an $8B project

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