Anthropic Locks In a ~$35B Compute Deal With Nvidia-Backed Lambda

Anthropic signed a roughly $35 billion multi-year cloud agreement with Lambda, the latest sign that frontier labs are securing dedicated compute rather than renting it opportunistically.

Anthropic has signed a cloud deal with Lambda worth roughly $35 billion, according to reports circulated by @DreyXAI and @ivke2006. Lambda is Nvidia-backed, which places the agreement squarely inside the tightening loop between chipmaker, cloud provider, and model lab that now defines the frontier.

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