{"id":5200,"date":"2026-09-29T21:04:45","date_gmt":"2026-09-29T21:04:45","guid":{"rendered":"https:\/\/netguide.io\/news\/2026\/09\/29\/anthropic-securise-35-milliards-de-dollars-avec-nvidia-partner-lambda\/"},"modified":"2026-09-29T21:04:45","modified_gmt":"2026-09-29T21:04:45","slug":"anthropic-securise-35-milliards-de-dollars-avec-nvidia-partner-lambda","status":"publish","type":"post","link":"https:\/\/netguide.io\/news\/fr\/2026\/09\/29\/anthropic-securise-35-milliards-de-dollars-avec-nvidia-partner-lambda\/","title":{"rendered":"Anthropic s\u00e9curise 35 milliards de dollars avec Nvidia Partner Lambda"},"content":{"rendered":"<div id=\"netgu-4265425347\" class=\"netgu-before-content netgu-entity-placement\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-6258556257245998\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-6258556257245998\" \ndata-ad-slot=\"3494115342\" \ndata-ad-format=\"auto\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div><p class=\"wp-block-paragraph\"><strong>Selon le Wall Street Journal, Anthropic aurait obtenu une capacit\u00e9 nuageuse d&#8217;environ 35 milliards de dollars aupr\u00e8s du fournisseur de GPU soutenu par Nvidia Lambda. Reuters et Bloomberg ont confirm\u00e9 la figure citant des gens familiers avec la question \u2013 ni Anthropic ni Lambda n&#8217;ont officiellement annonc\u00e9 l&#8217;accord.<\/strong><\/p>\n\n<h3 class=\"wp-block-heading\">Ce qu&#8217;on sait de l&#8217;affaire<\/h3>\n<p class=\"wp-block-paragraph\">L&#8217;arrangement est destin\u00e9 \u00e0 apporter Nvidia calcul en ligne pour les mod\u00e8les Claude d&#8217;Anthropic. Le site signal\u00e9 est l&#8217;op\u00e9rateur Hut 8&#8217;s Beacon Point campus dans le comt\u00e9 de Nueces, Texas. Selon les rapports, Nvidia d\u00e9tient le bail sur l&#8217;installation, tandis que Lambda fournit la capacit\u00e9 \u00e0 Anthropic et remplit le campus de puces Nvidia qu&#8217;il se procure. Jusqu&#8217;\u00e0 pr\u00e9sent, les d\u00e9tails de la dur\u00e9e du contrat, du nombre de puces, de la capacit\u00e9 de calcul r\u00e9elle et du calendrier de paiement n&#8217;ont pas \u00e9t\u00e9 communiqu\u00e9s; certains rapports mentionnent un engagement pluriannuel, bien que cela ne soit pas officiellement confirm\u00e9.<\/p><div id=\"netgu-386874247\" class=\"netgu-content netgu-entity-placement\"><aside class=\"deals-top deals-top--compact\">\n\n\t\t\t<h3 class=\"deals-top__title\">Top-Deals<\/h3>\n\t\n\t\t\t<ul class=\"deals-top__list\">\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/moon-knight-digital-watch-face-fuer-wear-os-4\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/deal-27-150x150.png\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">MOON KNIGHT Digital Watch Face f\u00fcr Wear OS 4+<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<s>0.89 \u20ac<\/s>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-discount\">-100%<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t55\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/train-sim-world-7-starter-pack-kostenlos-fuer-ps4-ps5-xbox-pc\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/capsule_616x353-11-150x150.jpg\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">Train Sim World 7: Starter Pack kostenlos f\u00fcr PS4, PS5, Xbox, PC<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t55\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/ml2u-watchfaces-fuer-wearos-im-google-play-store-2\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" 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href=\"https:\/\/netguide.io\/deals\/de\/deals\/kostenloses-dlc-bundle-fuer-gears-of-war-e-day-liquid-death-bundle\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/2844571_1-150x150.webp\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">Kostenloses DLC-Bundle f\u00fcr Gears of War E-Day \u2013 Liquid Death Bundle<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t54\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t\t\t<li class=\"deals-top__item\">\n\t\t\t\t\t<a class=\"deals-top__link\" href=\"https:\/\/netguide.io\/deals\/de\/deals\/kostenlose-emote-im-clash-royale-store\/\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img class=\"deals-top__image\" src=\"https:\/\/netguide.io\/news\/wp-content\/uploads\/sites\/15\/2026\/09\/share-image-clashroyale-150x150.jpg\" alt=\"\" width=\"52\" height=\"52\" loading=\"lazy\" \/>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<span class=\"deals-top__body\">\n\t\t\t\t\t\t\t<span class=\"deals-top__name\">Kostenlose Emote im Clash Royale-Store<\/span>\n\n\t\t\t\t\t\t\t<span class=\"deals-top__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"deals-top__price\">Gratis<\/span>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\n\t\t\t\t\t\t<span class=\"deals-top__temperature\">\n\t\t\t\t\t\t\t54\u00b0\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t\t<\/ul>\n\n\t\t\t\t\t<p class=\"deals-top__more\">\n\t\t\t\t<a href=\"https:\/\/netguide.io\/deals\/\">Alle Deals ansehen \u2192<\/a>\n\t\t\t<\/p>\n\t\t\t<\/aside>\n<\/div>\n\n<h3 class=\"wp-block-heading\">Contexte : L&#8217;app\u00e9tit de l&#8217;anthropique pour le calcul<\/h3>\n<p class=\"wp-block-paragraph\">L&#8217;accord fait partie d&#8217;une s\u00e9rie de contrats de capacit\u00e9 par le biais desquels Anthropic s&#8217;attaque \u00e0 une p\u00e9nurie de calcul qui a surgi \u00e0 mesure que la demande de Claude a augment\u00e9. \u00c0 la fin du mois d&#8217;ao\u00fbt, l&#8217;entreprise a d\u00e9clar\u00e9 un accord de 45 milliards de dollars sur six ans avec Nscale, un autre fournisseur soutenu par Nvidia. En plus de cela viennent un contrat de plus de 100 milliards de dollars avec Amazon Web Services et des partenariats avec Google. Selon les observateurs du march\u00e9, Anthropic a amass\u00e9 des engagements de calcul dans les centaines de milliards en quelques mois \u2013 obligations li\u00e9es \u00e0 la croissance future pr\u00e9vue des recettes.<\/p>\n\n<h3 class=\"wp-block-heading\">Questions ouvertes<\/h3>\n<p class=\"wp-block-paragraph\">\u00c9tant donn\u00e9 que les deux entreprises restent silencieuses, il n&#8217;est toujours pas clair comment les obligations contractuelles sont r\u00e9parties entre Anthropic, Lambda, Nvidia et Hut 8 et quand la capacit\u00e9 viendra en ligne. Le 27 ao\u00fbt, Lambda a annonc\u00e9 un financement de 926 millions de dollars pour l&#8217;infrastructure GPU au service d&#8217;un grand client sans nom \u2013 probablement Anthropique.<\/p>\n\n<p class=\"wp-block-paragraph\"><strong>Sources :<\/strong> <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-08-31\/anthropic-seals-35-billion-cloud-deal-with-nvidia-backed-lambda\" rel=\"noopener\" target=\"_blank\">Bloomberg<\/a>, <a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/anthropic-signs-35-billion-lambda-144113886.html\" rel=\"noopener\" target=\"_blank\">Wall Street Journal (via Yahoo Finance)<\/a>, <a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/anthropic-signs-35-billion-cloud-deal-with-nvidiabacked-lambda-wsj-reports-93CH-4883381\" rel=\"noopener\" target=\"_blank\">Reuters (via Investing.com)<\/a>, <a href=\"https:\/\/www.forbes.com\/sites\/jonmarkman\/2026\/09\/01\/anthropic-books-35-billion-to-nvidia-backed-lambda-for-cloud-capacity\/\" rel=\"noopener\" target=\"_blank\">Forbes<\/a>.<\/p><div id=\"netgu-4015522743\" class=\"netgu-after-content netgu-entity-placement\"><script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-6258556257245998\" crossorigin=\"anonymous\"><\/script><ins class=\"adsbygoogle\" style=\"display:block;\" data-ad-client=\"ca-pub-6258556257245998\" \ndata-ad-slot=\"4559785002\" \ndata-ad-format=\"auto\"><\/ins>\n<script> \n(adsbygoogle = window.adsbygoogle || []).push({}); \n<\/script>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Anthropic aurait obtenu environ 35 milliards de dollars en capacit\u00e9 nuageuse de Lambda soutenue par Nvidia, par WSJ et Reuters. Aucune des deux soci\u00e9t\u00e9s ne l&#8217;a confirm\u00e9.<\/p>\n","protected":false},"author":1,"featured_media":1697,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[],"tags":[],"class_list":["post-5200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"brizy_media":[],"_links":{"self":[{"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/posts\/5200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/comments?post=5200"}],"version-history":[{"count":1,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/posts\/5200\/revisions"}],"predecessor-version":[{"id":5201,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/posts\/5200\/revisions\/5201"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/media\/1697"}],"wp:attachment":[{"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/media?parent=5200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/categories?post=5200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/netguide.io\/news\/wp-json\/wp\/v2\/tags?post=5200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}