Anthropic signs $35 billion cloud deal with Lambda

Anthropic has signed a $35 billion cloud computing deal with Lambda, an Nvidia-backed cloud provider, to expand infrastructure for Claude. The agreement significantly scales up Anthropic's committed compute capacity.

Why it matters: This is one of the largest single infrastructure commitments by an AI lab to date, showing Anthropic racing to match the compute scale that OpenAI and Google have already locked in for training and inference. It also deepens Nvidia's reach into the AI stack indirectly, since Lambda's business runs on Nvidia GPUs, tying Anthropic's growth plans to Nvidia's supply chain and pricing.