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9m ago

Anthropic, Microsoft and NVIDIA Announce AI Pact With $30 Billion Azure Spend and Up to 1 GW on NVIDIA

The pact expands enterprise access to Claude across Microsoft’s AI platforms.

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A video animation shows a Copilot Appearance avatar called Mico, floating around an abstract environment during a presentation at Microsoft's Fall 2025 Copilot Sessions event on Wednesday, Oct. 22, 2025, in Los Angeles. (AP Photo/Damian Dovarganes)
FILE - Middle school teacher Jeremy Hook shops for the latests Microsoft's Surface Laptop Copilot+ PC's at Best Buy Atwater Village store in Glendale, Calif., Tuesday, July 29, 2025. (AP Photo/Damian Dovarganes, File)
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Overview

  • NVIDIA will invest up to $10 billion in Anthropic and Microsoft will invest up to $5 billion as part of the agreement.
  • Anthropic committed to purchase $30 billion of Azure compute and to contract additional capacity up to one gigawatt on NVIDIA systems.
  • Claude models, including Sonnet 4.5, Opus 4.1 and Haiku 4.5, will be available in Azure AI Foundry with continued access across Microsoft’s Copilot products.
  • Claude becomes the only frontier large language model available across Azure, AWS and Google Cloud.
  • Anthropic and NVIDIA will collaborate on design and engineering to optimize models and future NVIDIA architectures, while coverage notes Anthropic continues to use AWS as its primary cloud provider and flags concerns about circular AI deals.