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Anthropic reportedly signs $35B cloud deal with Lambda; Nvidia to lease and supply chips to Hut 8 Texas data center
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Anthropic has reportedly committed to a $35B cloud deal with Nvidia-backed Lambda, with Nvidia holding the lease and supplying chips to a Texas data center built by Hut 8.
This deal structure positions Nvidia as both chip supplier and leaseholder rather than a straightforward hardware vendor, giving it ongoing control over compute capacity. For teams relying on Anthropic's models, the arrangement could shape long-term capacity availability and pricing through Lambda's infrastructure.
Written by elseif from the cluster below · every claim links back to a sourceThe three things worth knowing
Anthropic reportedly signed a $35B cloud deal with Nvidia-backed Lambda for compute capacity.
Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8.
The three-party structure gives Nvidia recurring revenue and hardware control rather than a one-time chip sale.
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