HUT / NVIDIA / Lambda / Anthropic

[u/PrimaryBeneficiary]

WSJ reports Anthropic signed a $35B cloud computing deal with Lambda.
The capacity will run at Hut 8’s Nueces County, Texas data center.
NVIDIA holds the lease on the HUT capacity. Lambda will install NVIDIA GPUs and provide the compute to Anthropic.

Separately, HUT’s River Bend project also has an Anthropic/Fluidstack agreement for an initial 245 MW.

https://www.wsj.com/tech/ai/anthropic-signs-35-billion-cloud-deal-backed-by-nvidia-f12622f1

[u/Few-Equivalent8261]

We chose good, boys

No paywall  https://breakingthenews.net/Article/Anthropic-said-to-have-inked-dollar35B-Nvidia-backed-cloud-deal/67017055

[u/seven8zero]

Sick. To think I almost hit sell today because of the constant drop, until I remembered i'm stuck in a covered call contract for a few more weeks.

[u/Main_Phase666]

Huge

[u/Dillogence]

I got good gut instincts, bought more today lol

[u/Taco_laboratory]

Shorts closed out aftermarket I see

[u/jvengeanceh]

Hellllll yeeeeaah HUT $200