Anthropic + Nvidia: The $35B AI Cloud Shift

Anthropic, the AI firm developing Claude models, has reportedly committed to a $35 billion cloud deal over the next five years. This massive agreement is with Lambda, an Nvidia-backed provider, rather than industry giants like Amazon, Google, or Microsoft. The deal focuses on capacity within a Texas data centre constructed by a former bitcoin miner. While reported by The Wall Street Journal and Reuters, neither company has officially announced the terms of this significant industry shift.