Anthropic has signed a reported $35 billion cloud computing agreement with Lambda, according to Data Center Dynamics. The deal would make Lambda one of Anthropic's primary infrastructure partners for AI model training and inference at scale. Specific terms, timelines, and capacity commitments have not been publicly confirmed by either company.
A $35 billion cloud agreement between an AI lab and a GPU cloud provider would rank among the largest compute procurement deals ever recorded, signaling that frontier AI labs are committing to independent cloud providers rather than exclusively using hyperscalers. The scale of the deal sets a new benchmark for GPU cloud contract sizes and could reshape how Lambda and its competitors attract future investment and capacity.
The $35 billion figure, named companies Anthropic and Lambda, and the AI compute procurement angle triggered selection. This is a distinct deal from the already-published Anthropic-Nscale $45 billion deal, involving a different counterparty.