Anthropic signed a $35 billion agreement with Lambda, a cloud provider backed by Nvidia, to increase AI computing capacity at a new Texas data center on September 1, 2026 [1, 2, 3, 4, 5, 6]. The data center, located in Nueces County, Texas, is being developed by Lambda with infrastructure support from Hut 8 [1, 2, 3, 4, 5, 6]. Nvidia holds the lease on this facility and is an investor in both Lambda and Anthropic [1, 2, 3, 4, 5, 6].
The Texas data center is expected to have approximately 350 megawatts of capacity and is part of a 15-year lease at Hut 8’s Beacon Point campus valued at $19.6 billion, with Nvidia as the identified tenant [6]. The deal with Lambda is one element of Anthropic’s broader plan to secure large-scale AI compute, including a $45 billion deal signed last month with Nscale for capacity at a West Virginia data center [3, 4, 5, 6].
Lambda itself is currently in discussions to raise up to $3 billion in new funding, potentially valuing the company at more than $12 billion [1, 2, 3, 4]. The company raised over $1.5 billion in November 2025 to support its AI infrastructure ambitions and has an existing agreement with Microsoft from 2025 to deploy AI systems powered by thousands of Nvidia processors [1, 2, 3, 4].
Anthropic’s spending commitments on AI computing capacity in 2026 have reached at least $135 billion, positioning it strongly against competitors such as OpenAI [5, 6]. Beyond Lambda and Nscale, Anthropic also committed over $100 billion to Amazon Web Services for up to 5 gigawatts of compute capacity over the next decade [6]. These deals involve Nvidia chips and infrastructure but also include providers like Google and Amazon [6].
The completion and full deployment of Texas data center capacity by Hut 8 and Lambda mark a critical milestone in Anthropic’s extensive infrastructure buildout for AI workloads. Development is ongoing, with expectations for the Texas center’s infrastructure to come online as planned in 2027 [6].
