Anthropic is reported to have agreed to a $35 billion cloud-computing contract with Lambda, a Nvidia-backed provider, to expand the capacity used to run its Claude AI models. Multiple outlets cite unnamed sources familiar with the matter and report that neither Anthropic nor Lambda has publicly announced the agreement.
The deal is linked to a Texas data center project. Quartz and others report the facility is being developed by Hut 8 in Nueces County, with capacity described as roughly 350 megawatts. NDTV also reports that Nvidia leases the data center from Hut 8, while Lambda then pays Nvidia for access—though some outlets do not specify the payment flow. The reported structure underscores how Nvidia is positioned to enable access to computing resources across parts of the AI industry.
Outlet coverage emphasizes different angles: Bloomberg and Moneyweb focus on Anthropic’s rapid capacity expansion and the involvement of Nvidia-backed Lambda; Quartz highlights the Hut 8 location and the broader pattern of major computing contracts. A few reports also frame the agreement as part of a wider set of large-scale infrastructure arrangements Anthropic has been pursuing.
