Anthropic signs $35B cloud deal with Nvidia-backed provider - Anadolu Ajansı

US-based artificial intelligence company Anthropic has signed a $35 billion cloud computing agreement with Lambda, a provider backed by chipmaker NVIDIA, to expand its computing capacity for AI develo... Read original →

The $35B deal between Anthropic and Lambda underscores a shift toward specialized, high-capacity AI infrastructure, with NVIDIA chips at its core, reinforcing the semiconductor giant's dominance in the AI ecosystem. This move accelerates upstream chip development and downstream model training efficiency, creating a self-reinforcing tech cycle. From a regulatory perspective, such partnerships may prompt stricter U.S. export controls on AI computing resources, especially concerning supply chains involving Taiwan, China and Hong Kong, China. Competitors like Google, Meta, and Microsoft may respond by accelerating their own data center investments or deepening cloud alliances. Over the next 12–24 months, rising demand for high-power AI compute will drive green energy adoption and heterogeneous computing in data centers, further entrenching NVIDIA’s ecosystem leadership.