Anthropic Signs Reported $35 Billion Cloud Deal With Nvidia-Backed Lambda
Lambda, backed by Nvidia, has a reported $35B agreement to supply Anthropic with GPU compute at Hut 8’s Nueces County data center in Texas.
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Nvidia Puts $3.5 Billion Into MediaTek as AI Partnership Widens
MediaTek will use Nvidia NVLink Fusion for custom data-center XPUs, keep co-designing Spark PCs, and pair Dimensity Auto with Nvidia DRIVE AGX.
Nvidia Pauses Some AI Cloud Deals, but SharonAI’s Existing Cluster Looks Safe
Nvidia paused some AI cloud financing deals over antitrust concerns. Lucid says SharonAI’s existing 40,000-GPU cluster remains intact and keeps a Buy rating.
Nvidia Agrees to Buy Hugging Face for $12.9 Billion
The deal would expand its reach across models, cloud, and the AI stack. Neither Nvidia nor Hugging Face has confirmed the acquisition.
NVIDIA Crushes Q2 Estimates, Then Stuns Wall Street With 70% Long-Term Growth Forecast
NVIDIA crushed Q2 estimates with $96B revenue and a strong Q3 outlook. The real catalyst: 70% fiscal 2028 growth guidance and a massive AWS GPU deal.
Cisco and Supermicro Partner to Deliver Rack-Scale AI Infrastructure with NVIDIA
Cisco and Supermicro are joining forces to make powerful, secure AI systems easier for companies to deploy and manage.