Watch CNBC's full interview with Melius’ Ben Reitzes
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
- Ben Reitzes, Melius head of research, was interviewed on 'Squawk on the Street'.
- The discussion focused on Anthropic's agreement with Lambda.
- The deal is valued at $35 billion.
- Lambda is a cloud provider backed by Nvidia.