In a landmark move that underscores how high-stakes the AI infrastructure race has become, Microsoft, NVIDIA and Anthropic announced a sweeping partnership that ties together cloud, model development and chip architecture in one package.
Anthropic is growing its Claude AI model using Microsoft Azure, which is supported by NVIDIA. Anthropic has committed to purchasing US$30 billion of compute capacity from Microsoft’s cloud platform Microsoft Azure and also contracting up to one gigawatt of compute capacity.
For the first time, NVIDIA and Anthropic are forming a deep technological partnership to help Anthropic’s future development. NVIDIA will invest up to US$10 billion in Anthropic; Microsoft will invest up to US$5 billion in Anthropic.
Microsoft will make Anthropic’s frontier “Claude” model (models like Claude Sonnet 4.5, Claude Opus 4.1, Claude Haiku 4.5) available to Azure AI Foundry customers and integrate it further into its Copilot family (e.g., GitHub Copilot, Microsoft 365 Copilot).
Additionally, Microsoft and Anthropic are expanding their current partnership to provide businesses with broader access to Claude.
Customers using Microsoft Azure AI Foundry will be able to access Anthropic’s advanced Claude models, which include Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5.
This partnership will make Claude the only leading large language model (LLM) available on the three largest cloud services in the world.
Azure customers will benefit from a wider range of models and new features specifically designed for Claude. Microsoft has also promised to maintain access to Claude within its Copilot family, which includes GitHub Copilot and Copilot Studio.
As part of this partnership, NVIDIA and Microsoft are each committing to invest significant funds in Anthropic, with NVIDIA investing up to $10 billion and Microsoft investing up to $5 billion.
Anthropic co-founder and CEO Dario Amodei, Microsoft Chairman and CEO Satya Nadella, and NVIDIA founder and CEO Jensen Huang met to discuss these new partnerships.
This strategic partnership marks a major inflexion point in the AI industry: moving from individual model or cloud bets to integrated compute-cloud-model ecosystems at scale.
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