Anthropic secures $35 billion cloud computing agreement backed by Nvidia chips
Anthropic has struck a $35 billion cloud infrastructure deal centered on a Texas data center, with Nvidia supplying the chips and holding the lease itself. The arrangement lets Nvidia use its balance sheet to underpin the buildout rather than Anthropic financing the hardware directly.
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This structure shows Nvidia extending its dominance beyond chip sales into financing the very infrastructure that runs on its hardware, deepening customer dependence on the company. It also signals how capital-intensive AI compute has become, with chipmakers now acting almost like landlords to secure long-term demand for their processors.
- Nvidia will own and lease the data center hardware rather than Anthropic buying it outright.
- The deal ties Anthropic's growth closely to Nvidia's chip supply and financial backing.
- It reflects a broader trend of chipmakers financing AI infrastructure to lock in customers.
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Published there as: “Anthropic Signs $35 Billion Cloud Deal Backed by Nvidia”
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