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56m ago

Anthropic Seals Microsoft–Nvidia Alliance With $30 Billion Azure Deal and Up to $15 Billion in Investments

The partnership pairs Claude’s expansion on Azure with deep co‑engineering on Nvidia’s next‑generation systems to secure predictable capacity.

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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

  • Anthropic will buy $30 billion of Azure compute and contract up to 1 gigawatt of capacity on Nvidia Grace Blackwell and Vera Rubin systems.
  • Nvidia will invest up to $10 billion in Anthropic and Microsoft up to $5 billion, with the companies positioning the tie‑up as a long‑term collaboration.
  • Claude models including Sonnet 4.5, Opus 4.1 and Haiku 4.5 will be available to Azure AI Foundry customers, making Claude the only frontier model on Azure, AWS and Google Cloud.
  • Nvidia and Anthropic will collaborate on design and engineering to optimize model performance, efficiency and total cost of ownership, as well as future Nvidia architectures.
  • Market watchers highlight concerns about circular AI deals and bubble risk, while reports say AWS remains Anthropic’s primary cloud and CNBC’s unnamed sources peg a fresh valuation near $350 billion.