Anthropic has signed a $35 billion cloud-computing agreement with Nvidia-backed Lambda to secure computing capacity for its Claude AI products. The deal utilizes a Texas data center leased by Lambda and developed by Hut 8.

Deal Structure and Infrastructure

The agreement grants Anthropic access to computing resources from Lambda as the AI company addresses growing demand. The facility is located in Nueces County, Texas, and is being developed by Hut 8 Corp, a Bitcoin miner-turned-data-center operator.

Nvidia reportedly secured capacity at the facility through an agreement with Hut 8. Lambda will deploy Nvidia chips at the site to provide resources to Anthropic. Financial terms of Lambda’s arrangement with Nvidia remain unclear.

Nvidia’s Expanding Role

This structure underscores Nvidia’s growing involvement beyond chip sales. The company has invested in Lambda and increasingly assists cloud providers in obtaining financing and infrastructure for Nvidia-powered systems.

Anthropic has been aggressively building computing capacity following earlier supply constraints. Earlier this month, the company agreed to spend $45 billion over six years with Nscale, another Nvidia-backed cloud provider, for capacity in West Virginia.

Competitive Landscape and Revenue Context

Hut 8 is also developing separate data centers for Anthropic expected to use Alphabet Inc.’s Tensor Processing Units (TPUs). This diversification comes as Anthropic’s annualized revenue run rate reportedly climbed to $65 billion by the end of July.

In April, Amazon.com Inc. announced that Anthropic plans to spend more than $100 billion on Amazon Web Services technology over the next decade to secure 5 gigawatts of computing capacity. This includes access to Amazon’s Trainium3 chips, with deployments expected to begin this year.

Hut 8 Financial Performance

For the quarter ended June 30, Hut 8 reported revenue of $74.93 million, up 81.4% from $41.30 million a year earlier. However, this figure fell below analysts’ estimate of $79.75 million.

What the Numbers Show

Anthropic’s infrastructure commitments reveal a heavy reliance on third-party capital rather than direct capex. With reported deals totaling $180 billion ($35 billion with Lambda, $45 billion with Nscale, and $100 billion with AWS) against a $65 billion revenue run rate, the company is leveraging partner balance sheets to scale compute capacity rapidly ahead of immediate cash flow generation.

Sony Music Publishing and Warner Chappell Music sued AI startup Anthropic on Friday in a Northern California federal court. The publishers accuse the company of illegally scraping copyrighted songs to train its Claude AI models.

The complaint names co-founders Dario Amodei and Benjamin Mann. It cites works including "Eye of the Tiger," Marvin Gaye's "Ain't No Mountain High Enough," and Taylor Swift's "Paper Rings." The companies seek statutory damages of up to $150,000 per infringed composition and a jury trial.

Piracy Claims Tied to Earlier Book Ruling

The lawsuit references a June 2025 court ruling finding that Anthropic downloaded more than 7 million pirated books from Library Genesis and Pirate Library Mirror. While a judge ruled that using copyrighted books for training constituted fair use, the acquisition method remained at issue. This was later resolved through a $1.5 billion settlement.

Publishers allege Claude can reproduce copyrighted lyrics in responses. They argue this allows the AI to substitute for licensed lyric services, potentially undermining the market for human-created music.

Not Anthropic's First Music Copyright Battle

Anthropic faces prior music-copyright scrutiny. A separate 2023-filed suit from Universal Music Group, Concord Music Group, and ABKCO secured court-approved "guardrails." These require Anthropic to prevent unauthorized reproduction of copyrighted lyrics in Claude's outputs.

Financial Context Amid Legal Pressure

Anthropic recently reported preliminary second-quarter revenue of more than $11.5 billion. This represents growth of over 14 times from the same period last year. The company also reported its first positive adjusted operating income ahead of a possible IPO.

What the Numbers Show

The legal risks are materializing against a backdrop of explosive revenue growth. With quarterly revenue exceeding $11.5 billion, the potential liability from statutory damages of up to $150,000 per song could be significant if the number of infringed compositions is large. This contrasts with the previous book settlement, where the core training use was deemed fair use but the sourcing method triggered a $1.5 billion payout.