The Kobeissi Letter|8月 04, 2026 12:55
BREAKING: Anthropic has signed a $10 billion deal for computing capacity with Volta, a months-old infrastructure startup backed by Nvidia, NVDA.
Details include:
1. The agreement runs 6 years and will be delivered in partnership with Bitdeer Technologies, a Bitcoin miner that operates data centers
2. The data center site in Norway offers 133MW of capacity and will be operated with Nvidia’s newest Vera Rubin chips
3. Volta announced today that it raised $300 million in venture funding, valuing it at $2.4 billion
The race for compute continues.(The Kobeissi Letter)
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