WSJ: Anthropic just sealed $35 B cloud deal with Nvidia-backed Lambda.

Lambda will rent the Texas capacity to Anthropic, while infrastructure company Hut 8 builds the Nueces County facility and Nvidia holds the lease.

The arrangement lets Lambda provide Nvidia GPU cloud capacity without procuring the data-center space itself, while Nvidia sells the hardware and reportedly holds the underlying lease.

Hut 8's SEC filings independently confirm that its Beacon Point campus has 704MW of contracted IT capacity under two 15-year leases worth $19.6B during their base terms.