Anthropic signed a $35 billion cloud deal with Nvidia-backed Lambda - qz.com

Anthropic has signed a $35 billion cloud computing agreement with Lambda, a cloud provider backed by NVIDIA, for a data center in Texas being developed by Hut 8. The deal underscores NVIDIA's growing ... Read original →

This deal signifies a deepening integration within the AI compute supply chain, with NVIDIA chips becoming central to Claude’s infrastructure, accelerating its market penetration in data centers. Lambda, as a key player in NVIDIA’s ecosystem, gains strategic leverage in the AI cloud space. The 350MW facility by Hut 8 will serve as a core hub for AI training, intensifying competition between TPUs and GPUs. From a regulatory perspective, this collaboration may prompt stricter U.S. export controls, especially concerning supply chains involving Taiwan, China and Hong Kong, China. Competitors like Google, AWS, and Microsoft are likely to accelerate self-built data centers or form local partnerships to reduce dependency risks. Over the next 12–24 months, surging demand for AI chips will drive semiconductor processes toward 3nm and below, while data center energy and thermal challenges will push the industry toward liquid cooling and heterogeneous computing solutions.