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2h ago

Anthropic Strikes Azure–NVIDIA Pact With $30 Billion Compute Buy and Up to $15 Billion in New Funding

Claude will now be offered natively on Azure, expanding Anthropic’s multi‑cloud reach.

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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 committed to purchase $30 billion of Microsoft Azure compute and to contract additional capacity up to 1 gigawatt using NVIDIA Grace Blackwell and Vera Rubin systems.
  • NVIDIA will invest up to $10 billion in Anthropic and Microsoft up to $5 billion as part of the partnership, with limited details disclosed on timing.
  • NVIDIA and Anthropic formed a deep technology partnership to co‑design and optimize Anthropic workloads and influence future NVIDIA architectures.
  • Microsoft Azure AI Foundry customers gain access to frontier Claude models, making Claude the only frontier LLM available across Azure, AWS, and Google Cloud.
  • Press reports cite sources placing Anthropic’s valuation near $350 billion as investors weigh concerns about circular AI deals, while Anthropic says AWS remains its primary cloud and training partner.