signed
Anthropic–Lambda compute agreements (~$41.3B)
Anthropic signed agreements with Lambda in May, June and August 2026 for NVIDIA GPU compute worth about $41.3 billion over terms into 2034. The August agreement, about $34.9 billion, covers a Hut 8-built Texas campus leased by NVIDIA.
- Value
- $41.3B1
- Capacity
- n/d
- Term
- n/d
- Accelerators
- n/d
What the value means
About $41.3 billion in aggregate per Anthropic's S-1/A; the August 2026 agreement is about $34.9 billion (reported at signing as $35 billion) and either party may exit if Lambda does not secure the facility lease in time.
The record
Verified 9 Nov 2026- Announced
- Buyer
- Anthropic
- Seller / provider
- Lambda
- ValueHeadline dollar value exactly as stated in the cited source.
- 41,300,000,000 USD
- Capacity
- Not disclosed
- Accelerators
- Not disclosed
- Chips
- NVIDIA
- Term
- Not disclosed
- StatusBinding agreement disclosed
- signed
- Other parties
- Hut 8 (data center developer); NVIDIA (facility lessee)
- Deal type
- neocloud, cloud-capacity, sec-filing
Sources
2- Anthropic, PBC Form S-1/A, Amendment No. 1 (SEC, 2 Nov 2026) read 2026-11-09
- Anthropic and Lambda Sign $35 Billion Compute Agreement (Winzheng) read 2026-11-09
Cite this deal
AI Compute Deals, “Anthropic–Lambda compute agreements (~$41.3B)”, https://aicomputedeals.com/anthropic-lambda-41b-2026-08/ (verified 2026-11-09).
Data under CC BY 4.0. Download the full ledger.