Anthropic Signs $80B Cloud Compute Deals with Nvidia-Backed Lambda and Nscale
eyishazyer · x · 2026-09-01
Anthropic has signed cloud compute deals totaling $80 billion with Nvidia-backed Lambda and Nscale, including a $35 billion deal with Lambda and a reported $45 billion capacity deal with Nscale from August. Nvidia will directly participate by holding the lease on the Texas data center, while Hut 8 builds the site and Lambda installs the chips. This highlights the trend of vertical integration in AI infrastructure.
Related event: Anthropic Signs $35B Cloud Compute Deal with Nvidia-Backed Lambda(11 posts)→
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