Anthropic bets $10B on Volta, a 6-month-old cloud nobody knew existed
anthropic secured a $10b, 6-year compute deal with volta, a startup backed by nvidia and a16z. the deal locks in critical 133mw capacity for training future models.
anthropic locked in $10b worth of compute capacity from volta infra holdings, a cloud startup founded in early 2026, to secure 133mw of nvidia's upcoming vera rubin chips. the six-year deal utilizes bitdeer's norwegian data center and includes two deployment phases through 2027, directly backed by nvidia, dell, and a16z. this move highlights intensifying demand for dedicated ai infrastructure, with volta raising $300m and creating a $5b financing pool to offset chip costs. critics suggest these complex financial and supply chain dependencies could amplify risks if ai market demand falters. the arrangement underscores how ai labs are circumventing big tech cloud bottlenecks to secure training power.