---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000879669.md"
description: "Anthropic signs a $35B AI compute deal with $NVIDIA(NVDA.US) backed Lambda.$Hut 8 Mining(HUT.US) / DC, with Lambda / GPUs. Frontier model demand is rapidly outpacing the ecosystem's ability to build capacity.It also looks like Anthropic is securing more compute... Which neocloud/colo player is next?"
datetime: "2026-09-01T00:40:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000879669.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000879669.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000879669.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Anthropic signs a $35B AI compute deal with $NVIDI…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [HUT.US](https://longbridge.com/en/quote/HUT.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**