Anthropic has signed a $35 billion cloud-computing deal with Nvidia-backed Lambda to secure capacity at a 350-megawatt data center in Nueces County, Texas. The facility is being developed by Hut 8, with Nvidia holding the lease. This deal comes amid a massive surge in generative AI infrastructure demand, as IPO-bound Anthropic aggressively expands its computing power to support products like Claude Code, following a separate $45 billion deal with Nscale in August 2026.
Anthropic-Lambda cloud deal
- ▪Anthropic signed a cloud-computing deal worth $35 billion with Nvidia-backed cloud provider Lambda.
- ▪The cloud-computing deal between Anthropic and Lambda is intended to bring online Nvidia capacity to meet growing demand for Anthropic's Claude AI.
AI infrastructure demand surge
- ▪Demand for computing infrastructure has surged following the introduction of generative artificial intelligence services.
- ▪The surge in generative artificial intelligence demand has prompted technology companies to invest hundreds of billions of dollars in data centers equipped with advanced chips.
Texas data center development
- ▪The data center for the Anthropic-Lambda deal is being developed in Nueces County, Texas, by bitcoin miner and data-center developer Hut 8.
- ▪The Texas data center project being developed by Hut 8 covers a capacity of about 350 megawatts.
Nvidia's data center lease role
- ▪Nvidia holds the lease on the Texas data center being developed by Hut 8, having signed an agreement with Hut 8 to secure the capacity.
- ▪Hut 8 announced in July 2026 that it signed a 15-year lease deal with an investment-grade customer, later reported by the Financial Times to be Nvidia, for its 1-gigawatt Beacon Point campus with a base-term contract value of $19.6 billion.
Anthropic computing expansion strategy
- ▪IPO-bound Anthropic is aggressively expanding its computing power to meet expected demand growth for products such as its artificial intelligence coding tool, Claude Code.
- ▪Anthropic announced in August 2026 that it will spend $45 billion to rent artificial intelligence cloud computing power from Nscale's West Virginia data center campus.
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