James Chanos @RealJimChanos · 31 Aug 2026
SCOOP: Anthropic signed a $35B cloud deal to rent GPUs from Lambda—at a Texas data center Nvidia leased from Hut 8. 🤯 hard to keep that one straight More details on the arrangement in my latest for @WSJ: https://t.co/jzaLZ5OiW0 https://t.co/0Wh5xrNhPS
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