Nvidia disclosed that its contracted value with Anthropic now exceeds $180 billion, a figure reflecting the cumulative cloud compute agreements, equity commitments, and infrastructure deals binding the two companies. Anthropic signed a $35 billion cloud compute agreement with Lambda, an Nvidia-backed provider, for roughly 350 megawatts of capacity at a Texas data center, alongside a $45 billion six-year deal with Nscale for approximately 460 megawatts in West Virginia. Nvidia committed up to $10 billion to Anthropic in November 2025, alongside a $5 billion commitment from Microsoft, and is reportedly negotiating to anchor up to $10 billion in Anthropic’s anticipated IPO targeting roughly $100 billion in fundraising at a $2 trillion valuation. Nvidia ended Q2 of fiscal year 2027 with $279 billion in supply obligations and $108.5 billion in guarantee obligations tied to AI cloud and data center partners.
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