Melius' Ben Reitzes: Nvidia will promote open models, and it will explode with physical AI
Ben Reitzes, Melius head of research, joins 'Squawk on the Street' to discuss Anthropic signing a $35B deal with Nvidia-backed cloud provider Lambda.
TL;DR
- Anthropic has signed a $35 billion deal with Lambda.
- Lambda is a cloud provider backed by Nvidia.
- Ben Reitzes, head of research at Melius, discussed the deal.