Nvidia: New Billion-Dollar Deals in AI Infrastructure
Anthropic entered into a $35 billion agreement with Lambda, backed by Nvidia; Nvidia is investing $3.5 billion in MediaTek and is in talks with Rebellions. Donald Trump praised Nvidia's quarterly results and Micron's investments. The mimile.kz archive previously reported on other steps by Nvidia in AI infrastructure.
Sources
· 8Anthropic заключила соглашение на $35 млрд с облачным провайдером Lambda
1Трамп похвалил прогноз выручки Nvidia и инвестиции Micron в $10 млрд
2Nvidia инвестирует $3,5 млрд в конвертируемые облигации MediaTek
3Nvidia ведёт предварительные переговоры с корейским чип-стартапом Rebellions о возможной сделке
4Nvidia ведёт переговоры об инвестициях в Perplexity с оценкой более $30 млрд
5Groq привлекла $350 млн при оценке $3,5 млрд после сделки с Nvidia
6Reuters сообщает о планах NVIDIA по партнёрству на $500 млрд с Уолл-стрит для ИИ
7Nvidia присоединилась к раунду Starcloud на $250 млн для орбитальных дата-центров
8Key points
- Anthropic PBC entered into a $35 billion agreement with cloud provider Lambda, backed by Nvidia, to rapidly expand AI computing capacity.
- Nvidia is in preliminary talks with South Korean AI chip startup Rebellions about a technical partnership, investment, or acquisition.
- Donald Trump praised Nvidia's results: second-quarter revenue of $96.22 billion and a third-quarter forecast of $108 billion; he also noted Micron's $10 billion investment.
What happened
Anthropic PBC entered into a $35 billion agreement with cloud provider Lambda, backed by Nvidia Corp., according to a source familiar with the situation. The deal is aimed at rapidly expanding Anthropic's AI computing capacity. Infrastructure company Hut 8 is developing a data center in Texas that is involved in the project.
President Donald Trump praised Nvidia's results, calling them 'incredible numbers': second-quarter revenue totaled $96.22 billion, and the third-quarter forecast is $108 billion. He also noted Micron Technology's new $10 billion investment in research laboratories in the United States. The praise came as the administration considers new tariffs on semiconductors that could affect laptops, game consoles, and data center servers.
Why it matters
The Anthropic deal with Lambda is described as a way to rapidly expand AI computing capacity. The U.S. administration's consideration of new semiconductor tariffs could affect laptops, game consoles, and servers.
What changed
The internal mimile.kz archive recorded that even before these reports, Nvidia had been expanding its presence in the AI ecosystem. It was in talks to invest in Perplexity in a round valued at more than $30 billion. Nvidia invested in Groq's $350 million round at a $3.5 billion valuation. Nvidia also joined Starcloud's $250 million round for orbital data centers. Nvidia is developing a $500 billion financing package with Apollo and Blackstone for AI infrastructure.
Who's affected
The Lambda deal affects cloud provider Lambda, backed by Nvidia, and infrastructure company Hut 8, which is developing a data center in Texas. Nvidia's investments concern MediaTek and the South Korean AI chip startup Rebellions, with which preliminary talks are underway. Trump's remarks mentioned Micron Technology, with a $10 billion investment in research laboratories in the United States.
Related original articles
- Anthropic заключила соглашение на $35 млрд с облачным провайдером LambdaYahoo Finance · 11h ago
- Nvidia инвестирует $3,5 млрд в конвертируемые облигации MediaTekYahoo Finance · 22h ago
- Трамп похвалил прогноз выручки Nvidia и инвестиции Micron в $10 млрдYahoo Finance · 1d ago
- Nvidia ведёт предварительные переговоры с корейским чип-стартапом Rebellions о возможной сделкеYahoo Finance · Aug 21