Overview
- Microsoft will invest up to $5 billion and Nvidia up to $10 billion in Anthropic under newly announced agreements.
- Anthropic committed to purchase $30 billion of compute capacity on Microsoft Azure while stating AWS remains its primary cloud and training partner.
- Anthropic will initially contract up to 1 gigawatt of compute built on Nvidia’s Grace Blackwell and Vera Rubin systems, with co‑engineering to optimize future chips and models.
- Claude models are being added to Microsoft’s Foundry and integrated into Microsoft products, making Claude available across Azure, AWS and Google Cloud.
- Multiple outlets report the arrangements lift Anthropic’s valuation toward about $350 billion, intensifying debate over AI dealmaking and bubble risk.