Anthropic Drops $35B —Nvidia Guaranteeing the Data Center Leases.
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Anthropic 达成了一项与 Lambda Labs 价值“350 亿美元的云容量协议”，这笔交易是其“1750 亿美元基础设施采购狂潮”的一部分。此次大规模采购还包括与西弗吉尼亚州的 Nscale 签订的“450 亿美元”合同，与 Fluidstack 签订的“500 亿美元”合同，以及与 SpaceX 签订的“450 亿美元”合同。Anthropic 正在为“10 月份的首次公开募股”做准备，此次激进的扩张是由于其担心“计算能力瓶颈”所致。
Anthropic's newest deal is insane.
They locked down a staggering $35 billion cloud capacity agreement with Lambda Labs, and if you look closely at the underlying vendor-financing loop, it is a wild in balance sheet manipulation. To really understand the scale, Anthropic is basically on a frantic, desperate infrastructure land-grab because they are absolutely terrified of getting bottlenecked by computing power. Along with this Lambda commitment, they have quietly gone on a massive $175B infrastructure shopping spree to guarantee computing power ahead of their October IPO, which includes $45B with Nscale in West Virginia, $50B with Fluidstack, and another $45B with SpaceX.
The vendor financing is also crazy.
Lambda Labs is a startup cloud provider, so Nvidia signed a 15-year master lease. Nvidia frees up Lambda to turn around and buy billions of dollars worth of Nvidia chips to build out the cluster for Anthropic. It is a massive loophole where Nvidia plays chip seller, investor, and landlord just to underwrite its own customer base. The downside is Nvidia is locking fifteen years of real estate risk and customer concentration. If demand cools off over the next decade, Nvidia won't just see a drop in chip sales—they are legally on the hook for billions.
Source: International Business Times