Anthropic has reportedly signed a $35 billion cloud computing agreement with Nvidia-backed Lambda for access to infrastructure at a new data center in Texas, Tom's Guide reports, citing Reuters. The project is being developed by Hut 8 in Nueces County, Texas, and is expected to give Anthropic access to roughly 350 megawatts of capacity. According to Tom's Guide, the site will use Nvidia GPUs, with the added capacity meant to support growing demand for Claude. The report frames the deal as part of a broader compute buildout rather than a one-off infrastructure purchase. The reported Lambda agreement comes less than a week after another large compute commitment. Tom's Guide says Reuters recently reported that Anthropic agreed to spend $45 billion over six years for capacity from Nscale's data center campus in West Virginia. That separate agreement reportedly covers about 460 megawatts and is expected to use Nvidia's next-generation Vera Rubin hardware. Taken together, Tom's Guide says Anthropic has reportedly committed about $80 billion across those two compute deals in roughly a week. That figure is based on the reported $35 billion Lambda deal and the reported $45 billion Nscale agreement; the provided cluster does not include separate confirmation from Anthropic, Lambda, Nscale, Hut 8 or Reuters directly. The operational logic is straightforward: Claude queries, application programming interface calls and agentic workloads all require inference compute in data centers. Tom's Guide notes that coding and agent-style products can involve many model calls within a single task, including inspecting files, writing code, running commands, checking outputs and revising work. Anthropic's own demand signals, as summarized by Tom's Guide, point in the same direction. The company said in May that annualized revenue had passed $47 billion, up from about $9 billion at the end of 2025, and that some funding would go toward expanding compute for Claude demand. Tom's Guide also reports that Claude Code annualized revenue rose above $2.5 billion, weekly active users doubled since the start of 2026, and business subscriptions to the coding agent quadrupled over the same period. The story is still developing because the cluster contains only one reputable item and the core deal claims are reported via Reuters rather than supported here by multiple independent items. But the scale, the named counterparties and the megawatt figures make it a material AI infrastructure story if the reported agreements proceed as described. Who benefits: Lambda, Hut 8, Nscale and Nvidia would be positioned to benefit if the reported capacity agreements move forward as described. Anthropic would gain access to large amounts of compute for Claude workloads. Who's exposed: Anthropic is taking on very large reported infrastructure commitments tied to future demand. The exposure is executional: the capacity has to arrive, run reliably and match the growth implied by Claude and Claude Code usage.