Anthropic Adds $45 Billion Nvidia Lease Weeks After Betting Big on AMD

Anthropic has signed a $45 billion lease for Nvidia-powered computing capacity, according to a Yahoo Finance report, coming roughly a month after the AI company committed tens of billions of dollars to AMD chips. The back-to-back deals show Anthropic hedging its compute supply rather than tying itself to a single chipmaker. The move lands alongside a separate report that Nvidia has made a $20 billion investment described as a surprise to some investors, underscoring how aggressively capital is moving through the AI supply chain this year. For AMD and Nvidia, landing large simultaneous commitments from the same customer signals that demand for AI training capacity remains strong enough to support parallel, competing supply deals. What is unresolved is how Anthropic intends to fund both commitments together and whether the AMD and Nvidia capacity will be used for distinct workloads or as redundant backup capacity.