Overview
- Nvidia will invest up to $10 billion and Microsoft up to $5 billion in Anthropic, according to the companies.
- Anthropic committed to buy $30 billion in Azure compute and to contract additional capacity up to one gigawatt.
- Anthropic will run Claude on Microsoft Azure using Nvidia technology under a new deep engineering partnership with Nvidia.
- Nvidia and Anthropic will co‑design hardware and software for future Claude models targeting Nvidia Grace Blackwell and Vera Rubin systems.
- Microsoft will broaden enterprise access to Claude, integrating it into GitHub Copilot and Copilot Studio, with Foundry customers getting Sonnet 4.5, Opus 4.1 and Haiku 4.5 as Claude becomes available across the three largest clouds.