Anthropic Cloud Contracts Surpass $180B, Nvidia Reports

Key Facts

Nvidia reported that Anthropic's cloud and neocloud contracts have surpassed a total value of $180 billion. Seeking Alpha reported that the AI firm, led by Dario Amodei, has also contracted for 2.5GW of Nvidia's AI infrastructure to be shipped through 2028.

The disclosure underscores the massive scale of infrastructure investment required for AI models, positioning Nvidia as a primary beneficiary of this capital expenditure. NVDA closed at $225.07 on September 25, 2026, while peers AMD and TSM closed at $630.63 and $450.61, respectively, on the same date.