Anthropic reportedly signs $35B cloud deal with Lambda; Nvidia to supply chips and hold the lease
Beth_Kindig · x · 2026-09-08
Anthropic has reportedly signed a $35 billion cloud deal with Lambda, the Nvidia-backed AI startup.
Under the arrangement, Nvidia ($NVDA) will supply the chips and hold the lease on the data center that Hut 8 ($HUT) is developing for Lambda.
The deal highlights how frontier labs are locking in compute through creative leasing structures that bypass the traditional hyperscalers.
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