{"id":157458,"date":"2026-09-01T05:33:18","date_gmt":"2026-09-01T05:33:18","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/157458\/"},"modified":"2026-09-01T05:33:18","modified_gmt":"2026-09-01T05:33:18","slug":"anthropic-signs-35-billion-cloud-agreement-with-nvidia-backed-lambda-in-deal-where-chip-giant-holds-the-lease-report","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/157458\/","title":{"rendered":"Anthropic Signs $35 Billion Cloud Agreement With Nvidia-Backed Lambda in Deal Where Chip Giant Holds the Lease: Report"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Anthropic has reportedly signed a $35 billion cloud-computing agreement with Nvidia Corp <a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\/\" data-ylk=\"slk:(NASDAQ%3A;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(NASDAQ:&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker-link\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\/\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NVDA&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker\" rel=\"nofollow noopener\">NVDA<\/a>)-backed Lambda, with the latter itself holding the lease for the Texas data center that will support the deal.  <\/p>\n<p>        Anthropic Locks In $35 Billion in AI Computing          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The deal will give Anthropic access to computing capacity from Lambda as the AI company races to secure the infrastructure needed to support growing demand for its Claude AI products, the Wall Street Journal <a href=\"https:\/\/www.wsj.com\/tech\/ai\/anthropic-signs-35-billion-cloud-deal-backed-by-nvidia-f12622f1\" data-ylk=\"slk:reported;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;reported&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">reported<\/a>, citing people familiar with the deal  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The Texas facility, located in Nueces County, is being developed by Hut 8 Corp <a href=\"https:\/\/finance.yahoo.com\/quote\/HUT\/\" data-ylk=\"slk:(NASDAQ%3A;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(NASDAQ:&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker-link\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a href=\"https:\/\/finance.yahoo.com\/quote\/HUT\/\" data-ylk=\"slk:HUT;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;HUT&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker\" rel=\"nofollow noopener\">HUT<\/a>), a Bitcoin <a href=\"https:\/\/finance.yahoo.com\/quote\/BTC-USD\/\" data-ylk=\"slk:(CRYPTO%3A%20BTC);elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(CRYPTO: BTC)&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker-link\" rel=\"nofollow noopener\">(CRYPTO: BTC)<\/a> miner-turned-data-center operator.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia reportedly reached an agreement with Hut 8 to secure capacity at the facility, while Lambda will use the site to deploy Nvidia chips and provide computing resources to Anthropic.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The financial terms of Lambda&#8217;s arrangement with Nvidia for access to the facility remain unclear. Anthropic&#8217;s annualized revenue run rate <a href=\"https:\/\/www.benzinga.com\/markets\/tech\/26\/08\/61265293\/anthropic-65-billion-annualized-revenue-claude-ipo?nid=61538775&amp;utm_campaign=partner_feed&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-ylk=\"slk:reportedly%20climbed%20to%20%2465%20billion;elm:affiliate_link;itc:0;sec:content-canvas;elmt:premonetized;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;reportedly climbed to $65 billion&quot;,&quot;yLinkElement&quot;:&quot;affiliate_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkElementType&quot;:&quot;premonetized&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;,&quot;yHasCommerce&quot;:true,&quot;yAffiliateService&quot;:&quot;premonetized&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">reportedly climbed to $65 billion<\/a> by the end of July.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia and Anthropic did not immediately respond to Benzinga&#8217;s request for comment.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Read Also:<a href=\"https:\/\/www.benzinga.com\/markets\/tech\/26\/08\/61528919\/nvidia-mediatek-financing-debate?nid=61538775&amp;utm_campaign=partner_feed&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-ylk=\"slk:Nvidia&#039;s%20%243.5%20Billion%20MediaTek%20Deal%20Revives%20the%20&#039;Circular%20Financing&#039;%20Debate;elm:affiliate_link;itc:0;sec:content-canvas;elmt:premonetized;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Nvidia&#039;s $3.5 Billion MediaTek Deal Revives the &#039;Circular Financing&#039; Debate&quot;,&quot;yLinkElement&quot;:&quot;affiliate_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkElementType&quot;:&quot;premonetized&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;,&quot;yHasCommerce&quot;:true,&quot;yAffiliateService&quot;:&quot;premonetized&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Nvidia&#8217;s $3.5 Billion MediaTek Deal Revives the &#8216;Circular Financing&#8217; Debate<\/a>  <\/p>\n<p>        Nvidia&#8217;s Growing Role in AI Infrastructure          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The unusual structure highlights Nvidia&#8217;s expanding role beyond selling AI chips.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The <a href=\"https:\/\/www.benzinga.com\/markets\/tech\/25\/09\/47527092\/nvidias-1-5-billion-lambda-loop-looks-a-lot-like-coreweave-2-0?nid=61538775&amp;utm_campaign=partner_feed&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-ylk=\"slk:company%20has%20invested;elm:affiliate_link;itc:0;sec:content-canvas;elmt:premonetized;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;company has invested&quot;,&quot;yLinkElement&quot;:&quot;affiliate_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkElementType&quot;:&quot;premonetized&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;,&quot;yHasCommerce&quot;:true,&quot;yAffiliateService&quot;:&quot;premonetized&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">company has invested<\/a> in Lambda and is increasingly helping cloud providers obtain the financing and infrastructure needed to deploy Nvidia-powered systems.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Anthropic has been aggressively building its computing capacity following supply constraints earlier this year.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company earlier this month agreed to spend $45 billion over six years with another <a href=\"https:\/\/www.benzinga.com\/markets\/tech\/26\/07\/60713664\/nvidia-funds-ai-frenzy-timeline-of-its-circular-financing-deals-so-far?nid=61538775&amp;utm_campaign=partner_feed&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-ylk=\"slk:Nvidia-backed%20cloud%20provider;elm:affiliate_link;itc:0;sec:content-canvas;elmt:premonetized;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Nvidia-backed cloud provider&quot;,&quot;yLinkElement&quot;:&quot;affiliate_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkElementType&quot;:&quot;premonetized&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;,&quot;yHasCommerce&quot;:true,&quot;yAffiliateService&quot;:&quot;premonetized&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Nvidia-backed cloud provider<\/a>, Nscale, for computing capacity in West Virginia.  <\/p>\n<p>        Google TPUs Add Another Twist          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Hut 8 is also developing separate data centers for Anthropic that are expected to use Alphabet Inc.&#8217;s <a href=\"https:\/\/finance.yahoo.com\/quote\/GOOG\/\" data-ylk=\"slk:(NASDAQ%3A;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(NASDAQ:&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker-link\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a href=\"https:\/\/finance.yahoo.com\/quote\/GOOG\/\" data-ylk=\"slk:GOOG;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;GOOG&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker\" rel=\"nofollow noopener\">GOOG<\/a>) <a href=\"https:\/\/finance.yahoo.com\/quote\/GOOGL\/\" data-ylk=\"slk:(NASDAQ%3A;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(NASDAQ:&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker-link\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a href=\"https:\/\/finance.yahoo.com\/quote\/GOOGL\/\" data-ylk=\"slk:GOOGL;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;GOOGL&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker\" rel=\"nofollow noopener\">GOOGL<\/a>) Google&#8217;s competing Tensor Processing Units.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For the quarter ended June 30, <a href=\"https:\/\/www.benzinga.com\/trading-ideas\/movers\/26\/08\/60917303\/hut-8-stock-drops-following-q2-results-what-investors-need-to-know?nid=61538775&amp;utm_campaign=partner_feed&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-ylk=\"slk:Hut%208%20reported%20revenue;elm:affiliate_link;itc:0;sec:content-canvas;elmt:premonetized;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Hut 8 reported revenue&quot;,&quot;yLinkElement&quot;:&quot;affiliate_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkElementType&quot;:&quot;premonetized&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;,&quot;yHasCommerce&quot;:true,&quot;yAffiliateService&quot;:&quot;premonetized&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Hut 8 reported revenue<\/a> of $74.93 million, up 81.4% from $41.30 million a year earlier but below analysts&#8217; estimate of $79.75 million.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Meanwhile, in April, Amazon.com, Inc. <a href=\"https:\/\/finance.yahoo.com\/quote\/AMZN\/\" data-ylk=\"slk:(NASDAQ%3A;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;(NASDAQ:&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker-link\" rel=\"nofollow noopener\">(NASDAQ:<\/a><a href=\"https:\/\/finance.yahoo.com\/quote\/AMZN\/\" data-ylk=\"slk:AMZN;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;AMZN&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"ticker\" rel=\"nofollow noopener\">AMZN<\/a>) announced that Anthropic <a href=\"https:\/\/www.benzinga.com\/trading-ideas\/movers\/26\/04\/51927637\/amazon-stock-jumps-on-expanded-deal-with-anthropic?nid=61538775&amp;utm_campaign=partner_feed&amp;utm_medium=partner_feed&amp;utm_source=yahooFinance\" data-ylk=\"slk:plans%20to%20spend%20more%20than%20%24100%20billion;elm:affiliate_link;itc:0;sec:content-canvas;elmt:premonetized;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;plans to spend more than $100 billion&quot;,&quot;yLinkElement&quot;:&quot;affiliate_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkElementType&quot;:&quot;premonetized&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;,&quot;yHasCommerce&quot;:true,&quot;yAffiliateService&quot;:&quot;premonetized&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">plans to spend more than $100 billion<\/a> on Amazon Web Services technology over the next decade to secure 5 gigawatts of computing capacity.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The agreement includes access to Amazon&#8217;s Trainium3 chips, with deployments expected to begin this year.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Price Action: Nvidia shares closed at $220.50 on Monday, up 1.36% on the day. The stock traded at $220.27 in after-hours trading, down 0.10%, according to Benzinga Pro.  <\/p>\n","protected":false},"excerpt":{"rendered":"Anthropic has reportedly signed a $35 billion cloud-computing agreement with Nvidia Corp (NASDAQ:NVDA)-backed Lambda, with the latter itself&hellip;\n","protected":false},"author":2,"featured_media":157459,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[24,31426,407,53,6644,76700,75313,76664,23405,76419,58,144],"class_list":["post-157458","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-ai","tag-ai-computing","tag-ai-infrastructure","tag-anthropic","tag-benzinga","tag-benzinga-edge-rankings","tag-benzinga-pro","tag-hut-8","tag-hut-8-corp","tag-lambda","tag-nvidia","tag-nvidia-corp"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/157458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=157458"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/157458\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/157459"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=157458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=157458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=157458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}