Nvidia Becomes The AI Industrial Landlord
AI developer Anthropic has entered into a massive $35 billion agreement to secure cloud computing power from Lambda, a provider heavily supported by Nvidia. This arrangement centers on a new Texas data center being developed by Hut 8, where Nvidia acts as the primary tenant and hardware supplier. The deal is part of a larger $80 billion spending spree by Anthropic to lock down essential infrastructure and specialized chips amidst a global supply shortage. This complex web of partnerships, where Nvidia serves as an investor, landlord, and manufacturer, has sparked industry debate regarding…
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