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Anthropic PBC and Lambda Inc announce a partnership

Partnership Provisional 66% confidence first seen

Anthropic PBC entered into a cloud/infrastructure deal with Lambda Inc., leasing $35 billion worth of infrastructure capacity from Lambda, according to the coverage. The report frames the arrangement as Anthropic using Lambda’s AI-optimized public cloud to run Nvidia-based clusters, with the infrastructure reportedly housed in a data center under construction in Nueces County, Texas. This matters as it secures large-scale compute for Anthropic’s new Claude models and signals major long-term infrastructure investment in AI hardware capacity.

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