Anthropic commits $80B to cloud capacity in a single month
kimmonismus · x · 2026-09-01
Anthropic has signed a $35 billion cloud deal with Nvidia-backed Lambda, with Nvidia holding the lease on the Texas data center. Earlier in August, it reportedly signed another $45 billion capacity deal with Nvidia-backed Nscale. This amounts to $80 billion in reported cloud commitments in a single month, signaling aggressive investment in computing infrastructure.
Related event: Anthropic Signs $35B Cloud Compute Deal with Nvidia-Backed Lambda(11 posts)→
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