Anthropic Signs $35 Billion Cloud Computing Deal with Lambda
Artificial intelligence firm Anthropic signed a $35 billion cloud computing agreement with Lambda, an infrastructure provider backed by Nvidia. The deal aims to deploy Nvidia's GPU capacity for Anthropic’s Claude models and involves Hut 8’s Beacon Point data center in Texas. While the contract details such as term length or payment schedule remain undisclosed, the arrangement highlights growing demand for AI-specific hardware and cloud services. Lambda recently secured a $926 million loan from Morgan Stanley to fund GPU infrastructure tied to an unnamed investment-grade customer—likely Anthropic. Hut 8 has also expanded its lease at Beacon Point with a second phase that doubles IT capacity to 704 MW, valued at up to $50 billion if renewal options are exercised.
Topics: AI infrastructure cloud computing data centers GPU financing