Anthropic signs $35 billion cloud computing agreement with Lambda, involving Nvidia and Hut 8
Type: Partnership · Technology: Data Center · Country: United States · Value: $35B · Announced: 2026-09-01
Anthropic and Lambda signed a $35 billion cloud computing partnership, with Nvidia holding the lease on the Beacon Point data center campus and Lambda supplying the GPU capacity. The agreement targets the deployment of Nvidia GPUs for Anthropic's Claude models at Hut 8's Beacon Point facility in Nueces County, Texas. The deal was reported on 1 September 2026 and will support the campus energisation in early 2027 and the first Phase 2 data hall in 2028. The partnership expands Anthropic's AI infrastructure while giving Lambda a long‑term offtake of Nvidia‑powered compute. The transaction ties together four major players across AI, cloud, and data‑center sectors.
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