あゆち| 一歩ずつの資産形成

Anthropic's roughly $34.9B compute deal with Lambda can now be terminated by either company after Lambda failed to secure a facility lease by a set deadline. It makes up about 85% of the $41.3B Anthropic committed to Lambda in deals signed in May, June and August, with terms running into 2034. Anthropic only pays as capacity is delivered and accepted. Neither side has sent a termination notice, and Anthropic says it does not currently intend to end the deal. Otherwise, the Lambda contracts can only be canceled for an uncured material breach by Lambda or in other limited cases, and some tranche by tranche if Lambda misses delivery milestones. Lambda is one of several providers, alongside Microsoft, SpaceXAI and Nscale, that give Anthropic access to $NVDA GPUs, including Grace Blackwell and Vera Rubin systems.