Overview
- Anthropic committed to purchase $30 billion of compute on Microsoft Azure and plans to add up to 1 gigawatt of capacity.
- Nvidia will invest up to $10 billion in Anthropic and Microsoft will invest up to $5 billion as part of the agreement.
- Microsoft will offer Claude across its Copilot products and provide access to Claude models for Azure customers through Microsoft Foundry.
- Anthropic’s Azure deployment will run on Nvidia systems including Grace Blackwell and Vera Rubin hardware.
- Satya Nadella said Microsoft will use Anthropic models while keeping OpenAI as a central partner, and CNBC reported an Anthropic valuation of about $350 billion.