Anthropic strikes $35 billion cloud deal with Nvidia-backed Lambda - Yahoo! Finance Canada

Artificial intelligence company Anthropic has entered into a $35 billion agreement with Lambda, a cloud computing provider backed by NVIDIA, according to a report by The Wall Street Journal. The deal ... Read original →

The $35 billion deal between Anthropic and Lambda underscores a fundamental reshaping of the AI compute supply chain. NVIDIA, as a central enabler, is leveraging its chip, infrastructure, and cloud capabilities to create a vertically integrated ecosystem. This move intensifies upstream demand for AI chips, transforms midstream data center operations, and raises downstream training costs. From a regulatory standpoint, geopolitical tensions—especially in the U.S.-China tech rivalry—will increasingly constrain cross-border compute flows. Competitors like Google, Microsoft, and AMD may respond by accelerating in-house data center development or forging alliances with local mining firms to reduce reliance. Over the next 12–24 months, compute leasing models will dominate, with NVIDIA’s ecosystem gaining further momentum. Traditional data center operators face mounting pressure. This strategic realignment reflects a broader global struggle for control over AI infrastructure leadership.