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

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.