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$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ Anthropic has signed a $35 billion cloud-computing deal with Lambda, an Nvidia-backed cloud provider, according to the WSJ. The agreement will bring additional Nvidia GPU capacity online to support surging demand for Anthropic's Claude AI. It's another massive AI infrastructure commitment as Anthropic keeps scaling.

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