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Nvidia's credit reportedly underpins Lambda–Anthropic data center financing

SemiAnalysis says Hut 8 financed one Beacon Point building with $4.25 billion in notes at 6.129%.

4 Sources, 1h ago, first seen 1h ago

TLDR

SemiAnalysis says Anthropic would get about 350 MW of Rubin (VR NVL72) capacity in 2028 at roughly $5.80 per GPU-hour through a deal involving Nvidia, Lambda and Hut 8. Hut 8 signed two 15-year leases at $9.8 billion each, with Nvidia as tenant. SemiAnalysis says Nvidia carries $19.6 billion in leases signed for reassignment to Lambda but will likely remain the primary obligor until the project reduces its debt.

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4 Sources, first seen 1h ago

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4 Sources

SemiAnalysis@SemiAnalysis_The "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8 Anthropic. Anthropic gets ~350 MW of Rubin (VR NVL72) capacity in 2028 at ~$5.80/GPU-hr. So how does the math work? (1/5)🧵1h
BuccoCapital Bloke@buccocapitalView post on X34m
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    4 Sources

    SemiAnalysis@SemiAnalysis_The "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8 Anthropic. Anthropic gets ~350 MW of Rubin (VR NVL72) capacity in 2028 at ~$5.80/GPU-hr. So how does the math work? (1/5)🧵1h
    BuccoCapital Bloke@buccocapitalView post on X34m
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