NVIDIA joins Microsoft’s push on Claude — piling billions into Anthropic’s future

Three of the biggest names in AI just announced a partnership that could shape the landscape of artificial intelligence for years. Microsoft and Anthropic have expanded their partnership while NVIDIA and Anthropic entered a partnership.

The partnerships will result in Claude being powered by Azure, Anthropic purchasing $30 billion worth of Azure compute capacity, and NVIDIA working with Anthropic on design and engineering.

NVIDIA and Microsoft committed to invest up to $10 billion and $5 billion, respectively, into Anthropic.

Microsoft also expressed its continued commitment to keep Claude available on GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio when announcing the partnerships.

NVIDIA became the first $4 trillion company back in July. The company's growth is largely due to dominance in the AI space. NVIDIA hardware powers several of the world's most popular AI tool.

"Global demand for NVIDIA's AI infrastructure is incredibly strong. AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate," said NVIDIA CEO Jensen Huang when back in May.

Microsoft, NVIDIA, and Antrhopic CEOs' thoughts

Anthropic, Microsoft, and NVIDIA Announce Partnerships - YouTube

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CEOs from all three companies spoke on the partnerships in a video. Satya Nadella (Microsoft CEO), Dario Amodei (Anthropic co-founder and CEO), and Jensen Huang (NVIDIA CEO) discussed the partnership and plans for the future.

Below are key excerpts from Microsoft's blog post on the partnerships:

"For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s future growth. Anthropic and NVIDIA will collaborate on design and engineering, with the goal of optimizing Anthropic models for the best possible performance, efficiency, and TCO, and optimizing future NVIDIA architectures for Anthropic workloads. Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems.

Microsoft and Anthropic are also expanding their existing partnership to provide broader access to Claude for businesses. Customers of Microsoft Foundry will be able to access Anthropic’s frontier Claude models including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. This partnership will make Claude the only frontier model available on all three of the world’s most prominent cloud services. Azure customers will gain expanded choice in models and access to Claude-specific capabilities."

NVIDIA CEO Jensen Huang shared excitment about the partnership in the joint video:

“This is a dream come true for us,” said Huang. “You know, we’ve admired the work of Anthropic and Dario for a long time, and this is the first time we are going to deeply partner with that Anthropic to accelerate Claude.”

Microsoft and Anthropic

Microsoft cozying up to Anthropic is less surprising now than it would have been a few months ago. The tech giants announced a new partnership in September that brought Anthropic's Claude AI models to Microsoft 365. That move marked a significant shift by Microsoft because it diversified the company's AI efforts away from ChatGPT.

When that deal was announced, it also meant that Microsoft would pay Amazon Web Services to access Claude, which was a bit ironic considering Microsoft has Azure.

The newly announced partnership between Anthropic and Microsoft will have the former commit to purchase $30 billion of Azure compute capacity to power Claude.

Claude will continue to be powered by Amazon Web Services (AWS) and Google Cloud Platform (GCP) as well. Microsoft's Azure has joined the mix, making Claude the only frontier model available on all three of those cloud services.

The deal also brings access to Anthropic's frontier Claude models to customers of Microsoft Foundry.

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