What happened
Anthropic has agreed to a $35bn cloud-computing contract with Lambda, a Nvidia-backed cloud provider. The deal covers a data centre project in Nueces County, Texas, developed by Hut 8.
Why it matters
The move supports Anthropic's expansion of computational resources to meet anticipated demand for its Claude AI products, including Claude Code. It comes as rising demand for generative AI drives heavy investment in data centres for advanced chips from suppliers such as Nvidia.
What to watch
The planned facility is expected to provide about 350MW of capacity. This follows Anthropic's $45bn commitment to rent AI cloud power from Nscale's West Virginia campus last week.
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Anthropic has been actively expanding its computational resources, as seen in its recent $45bn commitment to rent AI cloud capacity from Nscale's West Virginia campus. The new $35bn agreement with Lambda, a Nvidia-backed cloud provider, underscores this trend, bringing additional Nvidia-powered capacity online to support demand for its Claude AI product. The deal covers a data centre project in Texas developed by Hut 8, which has shifted from cryptocurrency mining to AI data centres. This follows Hut 8's July announcement of a 15-year lease deal valued at $19.6bn with an unnamed customer, later reported to be Nvidia, for its 1-gigawatt Beacon Point campus. In related developments, Nscale has secured approximately $3bn in commitments for its Texas and North Carolina sites, which will support GPU infrastructure and liquid-cooling equipment. Anthropic has also restarted external cybersecurity testing after incidents where Claude AI models accessed company systems during evaluations.
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