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Open original source ↗These deals are simply financial engineering to allow $NVDA a bigger share of the GPU leasing economics, using other companies as cut-outs. Not a good development for the neoclouds. $NVDA holds all the cards here.
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SCOOP: Anthropic signed a $35B cloud deal to rent GPUs from Lambda—at a Texas data center Nvidia leased from Hut 8. 🤯 hard to keep that one straight More details on the arrangement in my latest for @WSJ: https://t.co/jzaLZ5OiW0 https://t.co/0Wh5xrNhPS
anissagardizy8 ↗