SemiAnalysis: Anthropic's deal is a four-party trade — 350MW of Rubin capacity at ~$5.80/GPU-hr
AccBalanced · x · 2026-10-11
SemiAnalysis argues the "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8–Anthropic. Anthropic secures 350MW of Rubin (VR NVL72) capacity in 2028 at roughly $5.80 per GPU-hour, with a thread breaking down how the math works.
More from Venture
- SEO veteran debate: new sites' homepages beating big sites' inner pages is the optimal play — gefei55 · 2026-10-11
- LangChain hires commercial lead as AI infra selling shifts to value engineering — nicolechirps · 2026-10-11
- Voice Agents for Non-Tech Startups Pay Better: A Dev's Full IoT Sales Automation Story — According-Invite9092 · 2026-10-11
- Indie dev builds trending-keyword site, hits $100 daily revenue within 24 hours of launch — gefei55 · 2026-10-11
- Landlord earning ~$1M/month makes the bear case: AI agents threaten Airbnb's 15.5% take rate — Scobleizer · 2026-10-11
- Don't rush to switch models: benchmark on a real task and do the ROI math first — sujingshen · 2026-10-11