Particle.news
Download on the App Store

Microsoft and Nvidia Pledge Up to $15 Billion for Anthropic as Startup Commits $30 Billion to Azure

The pact links long‑term compute purchases with new equity funding, sharpening scrutiny of circular AI financing.

Overview

  • Anthropic will buy $30 billion of Microsoft Azure capacity and contract up to 1 gigawatt of additional compute built on Nvidia Grace Blackwell and Vera Rubin systems.
  • Nvidia and Anthropic formed a deep engineering collaboration to optimize Claude models for Nvidia hardware and to shape future Nvidia architectures for Anthropic workloads.
  • Anthropic’s Claude family, including Sonnet 4.5, Opus 4.1 and Haiku 4.5, is coming to Azure AI Foundry with continued access across Microsoft’s Copilot products.
  • Nvidia will invest up to $10 billion in Anthropic and Microsoft up to $5 billion, according to the joint announcement by the three companies.
  • Multiple outlets reported a valuation near $350 billion for Anthropic and noted share declines for major tech names as investors questioned increasingly circular AI deals.