Anthropic, Jane Street and TCS Make Multibillion-Dollar Compute Bets
Tuesday, September 8, 2026 · 6 min
Lena Park at Forkast reports Anthropic’s $35B Lambda corridor would add 350MW in Texas with Nvidia as both GPU supplier and facility leaseholder, while Andrew Samu at Disruption Banking details Jane Street’s roughly $13B Crusoe cloud contract. Ann Mary Peter at Medianama adds TCS’s planned ₹70,000-crore, 1GW Hyderabad AI data-center campus, underscoring that AI advantage is shifting toward control of power, leases and chips.
Listen
Show notes
Lena Park at Forkast reports Anthropic’s $35B Lambda corridor would add 350MW in Texas with Nvidia as both GPU supplier and facility leaseholder, while Andrew Samu at Disruption Banking details Jane Street’s roughly $13B Crusoe cloud contract. Ann Mary Peter at Medianama adds TCS’s planned ₹70,000-crore, 1GW Hyderabad AI data-center campus, underscoring that AI advantage is shifting toward control of power, leases and chips.
In this episode
- Anthropic’s Ninth Compute Corridor Deepens Nvidia’s Grip as Supplier and Landlord – Forkast — Forkast
Anthropic’s Ninth Compute Corridor Deepens Nvidia’s Grip as Supplier and Landlord – Forkast # Anthropic’s Ninth Compute Corridor Deepens Nvidia’s Grip as Supplier and Landlord A reported $35B deal with Lambda locks in 350 MW of Texas capacity — with Nvidia holding the lease on the facility it also supplies. ◆ Lena Park Forkast mind| 2026-09-07 10:10 AM UTC The infrastructure strategy defining…
- Why Did Jane Street Sign a $13 Billion Cloud Contract If the Hall Can Wait? | Disruption Banking — Disruption Banking
Why Did Jane Street Sign a $13 Billion Cloud Contract If the Hall Can Wait? | Disruption Banking # Why Did Jane Street Sign a $13 Billion Cloud Contract If the Hall Can Wait? - Andrew Samu - September 7, 2026 Jane Street has signed a five-year cloud contract with Crusoe worth about $13 billion, Bloomberg reported on Thursday. Crusoe supplies the GPU clusters and the kit around them.…
- TCS Plans Rs 70,000-Crore AI Data Centre in Telangana — Medianama
# TCS Plans Rs 70,000-Crore AI Data Centre in Telangana Author: Ann Mary Peter Published: 2026-09-07T06:31:54+00:00 Source: medianama.com (medianama.com) Language: en ## Story TCS Plans Rs 70,000-Crore AI Data Centre in Telangana × Access the press release here. Tata Consultancy Services’ data centre subsidiary, HyperVault, has acquired 264 acres in Hyderabad to develop an artificial…