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Anthropic, Jane Street and TCS Make Multibillion-Dollar Compute Bets — September 08, 2026

Episode 705 min

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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…
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