Anthropic signs $35 billion cloud deal with Lambda

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Anthropic signs $35 billion cloud deal with Lambda
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Anthropic has reportedly signed a $35 billion cloud computing agreement with Nvidia-backed Lambda linked to an approximately 350 MW AI data center in Nueces County, Texas, developed by Hut 8. Reuters cited an anonymous source and said Lambda will bring Nvidia computing capacity online to support growing demand for Claude and Claude Code; the companies did not comment. The report follows Anthropic's recent plan to spend about $45 billion at an Nscale campus in West Virginia, underscoring how leading AI firms are locking in power, GPUs and data center capacity years ahead.

Anthropic secures Nvidia-backed GPU capacity at a roughly 350 MW Texas site

Context

Anthropic recently made another large cloud commitment with Nscale. The company now reportedly agreed a separate large deal tied to a 350 MW Texas site. These steps could lead to more long-term capacity reservations and infrastructure…

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