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U.S. AI firm Anthropic secures $35 billion in cloud capacity in Texas
U.S. artificial intelligence company Anthropic has signed a $35 billion deal with Nvidia-backed cloud provider Lambda to meet rising demand for its Claude models. The agreement will provide access to a data center being developed in Nueces County, Texas, which is expected to have a capacity of approximately 350 megawatts.
U.S. artificial intelligence company Anthropic has signed a $35 billion deal with Nvidia-backed cloud provider Lambda to expand its computing capacity amid rising demand for its Claude models and Claude Code coding assistant.
The agreement will give Anthropic access to computing infrastructure at a data center under development in Nueces County, Texas. The facility, being developed by Hut 8, is expected to reach a capacity of approximately 350 megawatts.
Nvidia is among the infrastructure suppliers
The computing capacity Lambda will use will deploy Nvidia chips to meet demand for Anthropic's Claude artificial intelligence models. Nvidia is among the companies that have invested in Lambda and also supplies the chips used by the cloud provider.
Nvidia is also a tenant at the data center in Texas. In July, Hut 8 announced that it had signed a 15-year lease with an investment-grade customer for part of its 1-gigawatt Beacon Point campus in Texas. The base-term value of the contract was $19.6 billion, and the tenant was later identified as Nvidia.
Anthropic expands its capacity investments
The agreement with Lambda is part of Anthropic's effort to secure computing resources as demand for its artificial intelligence models and coding assistant increases.
The company has agreed to spend $45 billion over six years to lease capacity from Nscale at a data center under development in West Virginia. The facility, which will use Nvidia's next-generation processors, is expected to provide 460 megawatts of capacity.
Anthropic has also committed to using up to 5 gigawatts of additional computing capacity from Amazon Web Services at a cost exceeding $100 billion over 10 years.
The artificial intelligence company uses computing resources from multiple cloud providers and chipmakers, including Nvidia, Google and Amazon, to train and run its models. The deals come as artificial intelligence companies developing more advanced models intensify their efforts to secure access to the necessary data centers, electricity and advanced processors.
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