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ReportedCapacity commitment

Anthropic buys from Lambda

Anthropic signed a cloud computing agreement worth approximately $35 billion over about six years with NVIDIA-backed Lambda, first reported by the WSJ, for roughly 350 MW of capacity (reported). NVIDIA holds the lease on Hut 8's Beacon Point campus in Texas and supplies the chips Lambda resells to Anthropic.

Buyer
Anthropic
Seller
Lambda
Announced
Aug 2026
Headline value
$35B (reported)
Type
Capacity commitment
Power
350 MW
Term
~6 years (reported)
Hardware
NVIDIA chips at Hut 8's Beacon Point campus in Nueces County, Texas, leased by NVIDIA and built by Hut 8

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