Anthropic Seals $35 Billion Cloud Deal With Nvidia-Backed Lambda - uk.finance.yahoo.com

On August 31, 2026, Bloomberg reported that Anthropic PBC has entered into a $35 billion computing agreement with Lambda, a cloud computing provider backed by NVIDIA. The deal aims to rapidly expand A... Read original →

The $35 billion deal between Anthropic and Lambda underscores a new phase in AI infrastructure investment, with NVIDIA solidifying its dominance in data center chips. This partnership will intensify demand for advanced semiconductor processes like EUV and 3nm, accelerating industry consolidation. Geopolitical tensions, especially between the US and China, heighten supply chain risks, pushing companies to seek alternative sourcing strategies. Competitors such as Microsoft and MediaTek may accelerate in-house chip development to reduce reliance on NVIDIA. Over the next 12–24 months, capital expenditure on AI data centers is expected to surge, forming a closed-loop ecosystem dominated by NVIDIA and its cloud partners, squeezing out smaller players.