Anthropic Signs $35B Cloud Deal With Lambda, Bypassing Big Tech Giants
AI safety company Anthropic has reportedly committed to a five-year, $35 billion cloud computing deal with Lambda, a specialized provider backed by Nvidia, according to sources cited by Reuters. The agreement is notable for bypassing the dominant hyperscalers — Amazon Web Services, Microsoft Azure, and Google Cloud — which are also Anthropic's direct competitors in AI development. The deal is designed to secure Anthropic's long-term access to Nvidia GPUs, the most sought-after hardware resource in the AI industry. For Lambda, the contract marks a major leap from niche player to serious contender in the AI cloud market. The move signals a broader shift in the industry, as leading AI firms grow influential enough to build infrastructure alternatives outside Big Tech's ecosystem.
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