Anthropic’s $35 Billion Lambda Cloud Deal Reveals Nvidia’s Risky Financing Play
Anthropic signed a $35 billion cloud deal with Nvidia-backed Lambda for a Texas data center, with Nvidia holding the lease on the 350 MW site.
Coverage of Anthropic and its Claude models, from launches and safety research to funding, valuation and the road to an IPO.
Anthropic signed a $35 billion cloud deal with Nvidia-backed Lambda for a Texas data center, with Nvidia holding the lease on the 350 MW site.
FiscalNote closed its FrontierView sale to Oxford Economics and launched a Claude connector, sharpening its AI native policy strategy amid enterprise adoption.
Anthropic faces a new copyright lawsuit from Sony Music and Warner Chappell over Claude’s lyric training, raising potential billion-dollar damages.
Judge Rita Lin voided the Pentagon blacklist of Anthropic, ruling the supply-chain risk label an unconstitutional reprisal over Claude’s military-use limits.
Anthropic previewed a new AI hardware standard on Aug. 27, letting Claude agents run lab instruments and robotics instead of just software tools alone.
QuEra Computing says an AI agent built on Claude wrote and tested laser control code, fixing a quantum computer flaw that once took physicists hours to fix.
Anthropic opened real, privacy-preserved Claude usage data to Stanford, Oxford and METR, the first time outside labs have studied genuine usage logs.
Anthropic revenue run rate tops $65 billion as a $190 billion to $200 billion IPO is discussed, testing whether its AI growth can justify a record listing.
Anthropic’s annualized revenue run rate topped $65 billion by end of July, up from $4.5B a year earlier, as the Claude maker inches toward a potential IPO.
Anthropic IPO valuation depends on a $190 to $200 billion 2028 revenue target, asking investors to bet on unprecedented growth from $11.5 billion.