Nvidia and Anthropic Cement $35B AI Cloud Deal, Invest $3.5B in MediaTek – 2026-09-01

Key points

• •Anthropic has entered into a landmark $35 billion cloud computing agreement with Nvidia-backed Lambda to develop extensive data center capacity in Texas. This deal underlines Nvidia’s central role in the expansion of AI cloud infrastructure, with Lambda playing a pivotal part in delivering massive compute resources dedicated to AI applications.[WION]
• •Nvidia made a notable $3.5 billion investment in MediaTek aimed at developing custom AI chips and broadening AI infrastructure capabilities. This collaboration intensifies Nvidia’s push into AI hardware innovation and semiconductor market expansion, reflecting strategic growth in AI and automotive sectors.[조선일보]
• •Amid regulatory scrutiny over a massive 700-gigawatt data-center pipeline in Texas, Nvidia faces potential challenges to its rapid infrastructure expansion plans. This scrutiny could constrain the ambitious deployment pace of Nvidia’s AI datacenter footprint in a key U.S. market.[GuruFocus]
• •SB Energy, a firm backed by Nvidia, Softbank, and OpenAI, has filed for an IPO linked to the $105 billion OpenAI data-center project. This move highlights a surge of investment and public market interest in major AI infrastructure development initiatives, with Nvidia at the strategic core.[CNBC][TradingView]
• •Nvidia’s stock remains robust, holding a $215 gap support level, buoyed by expanding AI reach from its $3.5 billion MediaTek partnership. This reflects sustained investor confidence in Nvidia’s AI growth trajectory amid strong market valuations reaching near $89 billion.[Barchart.com][TradingKey]
• •Recent developments indicate Nvidia is decreasing its reliance on Chinese markets, marking a strategic shift in its global operations and supply chain management. This shift is poised to influence Nvidia’s geopolitical exposure and could lead to diversification of its revenue streams.[The Globe and Mail]
• •Nvidia announced a $3.5 billion deal to supply an AI platform with applications extending beyond traditional datacenter uses, signaling diversification and significant growth in AI infrastructure sectors. This deal highlights Nvidia’s expanding role in enterprise AI solutions and next-generation AI deployments.[simplywall.st]
• •Nvidia reported its largest-ever quarterly revenue from its data-center segment, underscoring its dominant position in the AI infrastructure market. This strong financial performance is a testament to Nvidia’s success in capitalizing on the AI boom and datacenter demand surge.[Kalkine Media]

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