Anthropic 与 Nvidia 投资的云服务商 Lambda 签署价值 350 亿美元的云计算协议，Nvidia 本身持有该数据中心的租约。该数据中心位于得州 Nueces County，由 Hut 8 建设，Lambda 负责安装 Nvidia 芯片，Nvidia 已锁定该算力容量并投资了 Lambda。
单月两笔合计 800 亿美元的云算力承诺，呈现出 Anthropic 获取算力时与 Nvidia 生态层层嵌套的合作结构。
Anthropic has signed a $35 billion cloud deal with Nvidia-backed Lambda, and Nvidia itself will hold the lease on the Texas data center.
Hut 8 is building the site. Lambda will install Nvidia chips, while Nvidia has already secured the capacity and invested in Lambda.
Earlier in August, it reportedly signed another $45 billion capacity deal with Nvidia-backed Nscale. That is $80 billion in reported cloud commitments in a single month.
Lets hope that means more inference and higher weekly rates. (one can dream, right?)
来源：@kimmonismus · x.com