Anthropic signs $35 billion cloud deal with Lambda backed by Nvidia; Nvidia to lease and supply chips for Texas data center built by Hut 8
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| Source: Techmeme | Original article
Anthropic has secured a $35 billion cloud deal with Nvidia‑backed Lambda, and Nvidia will lease and supply chips for a Texas data center built by Hut 8.
Anthropic has struck a $35 billion cloud‑computing agreement with Lambda, a Nvidia‑backed provider, according to sources cited by the Wall Street Journal. The deal will channel Nvidia‑sourced chips into a new Texas data centre built by cryptocurrency miner Hut 8, with Nvidia retaining the lease on the facility. The arrangement is designed to expand the compute capacity needed for Anthropic’s Claude models, which have seen accelerating demand across enterprise and consumer applications.
The partnership matters on several fronts. By tying a massive cloud contract to Nvidia‑owned hardware, Anthropic secures a dedicated pipeline of GPU power at a time when the industry is racing to scale out AI infrastructure. For Nvidia, the lease‑and‑supply model deepens its foothold in the U.S. data‑centre market and showcases a hands‑on approach to meeting the compute surge spurred by large language models. Hut 8’s involvement signals a growing trend of crypto‑related firms repurposing mining facilities for AI workloads, adding a new source of capacity to the already competitive cloud landscape.
The move also follows Anthropic’s recent public focus on safety and security after the Claude cyber‑evaluation incidents reported on 1 September. Scaling the model on Nvidia‑controlled hardware may simplify oversight of the underlying compute stack, a point the company has highlighted in its risk‑mitigation strategy.
What to watch next: the timeline for bringing the Texas facility online, the impact on Anthropic’s service pricing and performance, and how rival cloud players respond to a deal that blends hardware leasing with cloud services. Observers will also monitor whether the model’s expanded capacity triggers further regulatory scrutiny of AI compute concentration in the hands of a few chipmakers.
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