ANTHROPIC has signed a $35 billion cloud-computing agreement with NVIDIA-backed cloud provider Lambda, with NVIDIA holding data-center leases that feed capacity into the arrangement, the Wall Street Journal reports. NVIDIA also struck a deal weeks ag

2026-09-01

ANTHROPIC has signed a $35 billion cloud-computing agreement with NVIDIA-backed cloud provider Lambda, with NVIDIA holding data-center leases that feed capacity into the arrangement, the Wall Street Journal reports. NVIDIA also struck a deal weeks ago with Hut 8 to secure compute capacity at the site; Lambda will run on Hut 8’s under-development data center using chips purchased from NVIDIA, which is also a Lambda investor. The pact lets Lambda supply ANTHROPIC capacity without buying data-center space; it is unclear how much Lambda must pay NVIDIA for access. ANTHROPIC faced compute shortages earlier this year and has been actively locking cloud capacity deals.