$英偉達(NVDA)$Anthropic is securi

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$英偉達(NVDA)$Anthropic is securing another major block of AI computing power.
The Claude developer has signed a $35 billion cloud agreement with NVIDIA-backed Lambda, according to The Wall Street Journal.
The capacity will come from a roughly 350-megawatt data centre being developed by Hut 8 in Texas, with NVIDIA reportedly holding the lease and its chips powering the facility.
The deal highlights how the AI race is expanding beyond models.
Access to GPUs, energy, and data-centre capacity is becoming just as critical.
Could infrastructure become the biggest competitive advantage in AI? $閃迪(SNDK)$ $美光科技(MU)$

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