Exclusive | Anthropic Signs $35 Billion Cloud Deal Backed by Nvidia - WSJ

“Anthropic, a leading AI research company, has secured a $35 billion cloud partnership with Nvidia, positioning the U.S. as a central hub for next‑generation AI infrastructure. The deal will give Anthropic exclusive access to Nvidia’s GPUs and cloud services, accelerating the deployment of large language models across U.S. enterprises and boosting domestic AI talent pipelines. The partnership also signals a strategic shift toward consolidating AI capabilities within U.S. tech giants, potentially raising barriers for smaller competitors and influencing the competitive landscape for cloud services. Expert Analysis: This collaboration underscores the growing importance of hardware‑software integration in AI, likely driving further investment in U.S. data centers and reinforcing the country's leadership in AI innovation. The influx of capital and expertise could spur job creation in AI research and engineering, but may also intensify regulatory scrutiny over market dominance.”