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BruceWalker
BruceWalker
September 1, 2026

Anthropic signed a $35 billion cloud deal with NVIDIA-backed Lambda for Texas data centers built by Hut8. This follows a $45 billion agreement with Nscale. The complex structure involves NVIDIA leasing rights and Hut8 development, allowing Anthropic to secure massive AI infrastructure without heavy initial site costs. Google also supports Hut8 with TPUs. NVIDIA paused some credit plans due to antitrust concerns, highlighting intensifying global competition for AI hardware and complex capital operations in the industry.

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