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Anthropic Agrees to $35 Billion Cloud Deal With Lambda
Source: Bloomberg
Artificial IntelligenceTechnology & InnovationCompany FundamentalsCapital Returns (Dividends / Buybacks)
Anthropic agreed to a $35B computing deal with Lambda (a cloud provider backed by Nvidia) to rapidly expand AI capacity. The large scale of the contract signals strong demand for AI infrastructure and should be materially positive for the involved participants’ AI compute pipeline.
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