{"id":"c3c3ee50-4247-467d-8d2b-ad1ecb4bfafb","slug":"anthropic-x-lambda-gpu-compute","name":"Anthropic x Lambda (GPU compute agreements)","partnershipType":"other","status":"announced","announcedDate":"2026-10-26T12:00:00.000Z","startDate":null,"endDate":null,"summary":"Anthropic's S-1 says it signed agreements with Lambda in May, June and August 2026 to access NVIDIA GPU compute, committing about $41.3B over terms into 2034. The August agreement is about $34.9B and can be ended by either party if Lambda does not secure the facility lease.","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/2130357/000162828026067168/anthropicpbc-sx1.htm","title":"Anthropic, PBC Form S-1 registration statement","sourceName":"Anthropic (SEC filing)","publishedAt":"2026-10-26"}],"verificationPosture":"verified","reviewStatus":"unreviewed","createdAt":"2026-10-26T16:00:41.295Z","updatedAt":"2026-10-26T16:00:41.295Z","parties":[{"id":"cb1879c9-5019-44f6-af6d-56f5275705bf","partnershipId":"c3c3ee50-4247-467d-8d2b-ad1ecb4bfafb","companyId":"858aa4cc-3b67-4481-a21a-d891dc1facd8","externalName":null,"role":"technology_provider","createdAt":"2026-10-26T16:00:41.686Z","company":{"id":"858aa4cc-3b67-4481-a21a-d891dc1facd8","slug":"lambda","name":"Lambda"}},{"id":"92594b09-300f-4e9d-9a2f-e7e7fd945f47","partnershipId":"c3c3ee50-4247-467d-8d2b-ad1ecb4bfafb","companyId":"5fd474ba-cc8c-404b-8655-0b951c57e9d5","externalName":null,"role":"customer","createdAt":"2026-10-26T16:00:42.070Z","company":{"id":"5fd474ba-cc8c-404b-8655-0b951c57e9d5","slug":"anthropic","name":"Anthropic"}}]}