Anthropic signs $35B cloud deal with Nvidia-backed provider for Texas compute

Anthropic has secured a $35 billion cloud computing agreement with an Nvidia-backed provider to expand AI infrastructure in Texas, responding to surging demand for its Claude models. The deal underscores the intensifying compute race among frontier AI labs and signals continued heavy capital expenditure in AI infrastructure. Financial terms and provider identity remain undisclosed, but the scale indicates a major strategic commitment.