Anthropic's $35 Billion Bet on Unknown Cloud Provider

Anthropic has pledged $35 billion to Lambda, a cloud provider linked to a Texas data center built by a former bitcoin miner. The deal has not been formally announced, but involves Nvidia and Hut 8's infrastructure. This follows Anthropic's other massive agreements, including a $45 billion deal with Nscale and over $100 billion for AWS. As demand grows, these commitments are strategic for securing future capacity.