Anthropic Signs $35B Cloud Deal With Nvidia-Backed Lambda — SkimNews

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- Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda, per sources cited by the Wall Street Journal.
- Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8, taking on both landlord and silicon-vendor roles in the same facility.
Why it matters: Anthropic's $35 billion Lambda commitment routes its compute through Nvidia's hardware ecosystem, while Nvidia itself holds the lease and chip supply at the Hut 8-built Texas site — two revenue roles in one data center that consolidate vendor power rather than spread it.
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