Anthropic Lands $15 Billion From Microsoft, Nvidia in Expansive Cloud Tie-Up
Anthropic will buy $30 billion of Azure compute while keeping AWS as its main training partner, making Claude the only frontier model available across all three major clouds.
Topics
News
- Karnataka Pushes Global Partnerships at Bengaluru Tech Summit 2025
- Anthropic Lands $15 Billion From Microsoft, Nvidia in Expansive Cloud Tie-Up
- Pichai Sets the Tone as Google Pushes Gemini 3 Across Its Entire Ecosystem
- Infosys Charts a New Path for GCCs Built Around AI
- Bezos Returns to an Executive Seat With Stealth AI Venture
- Bengaluru Tech Summit Opens With Focus on AI, Deep Tech and Startups
[Image source: Chetan Jha/MITSMR India]
Microsoft and Nvidia on Tuesday announced a strategic partnership under which they will invest up to $15 billion in Anthropic, while the AI company will commit to purchase $30 billion of compute capacity from Microsoft’s Azure cloud platform.
The companies said the structure combines direct investment with long-term infrastructure commitments, giving Anthropic access to expanded training and deployment capacity on Azure.
Nvidia will invest up to $10 billion, while Microsoft will provide up to $5 billion, the companies said.
As part of the deal, Anthropic’s Claude models, including Claude Sonnet 4.5, Opus 4.1 and Haiku 4.5, will become available to Microsoft’s enterprise customers through Azure AI and the company’s Foundry program.
Anthropic chief executive Dario Amodei described the Azure addition as an expansion of model availability.
“We’re excited to bring our models as a choice to Microsoft Azure, and Anthropic will be the first model that is available on all three of the biggest clouds,” Amodei said in a video.
With the Azure addition, Claude becomes the only frontier-level model offered across all three major cloud platforms: Microsoft Azure, Amazon Web Services (AWS) and Google Cloud.
Anthropic said the partnership does not alter its existing relationship with AWS, which will remain its primary cloud provider and its main partner for large-scale model training.
Nvidia’s role in the partnership marks the first direct collaboration between the chipmaker and Anthropic.
The companies plan to work together on improving the performance of future Claude models and on shaping upcoming Nvidia architectures aimed at increasingly complex AI workloads.
Anthropic is expected to draw on up to one gigawatt of Nvidia-powered compute on Azure as part of its long-term training roadmap.
The announcement follows Microsoft’s recent renegotiation of its partnership with OpenAI after leadership turmoil at the research lab in late October.
Under the revised terms, Microsoft’s equity stake in OpenAI’s for-profit arm falls to about 27%, and Microsoft now has explicit flexibility to develop advanced AI systems with other organizations.
The size of the Anthropic commitments has added to ongoing debate among analysts and regulators about whether escalating spending across the sector risks inflating an AI investment bubble.
Several institutions, including market analysts and central bankers, have warned in recent weeks that rapid, interconnected investment flows between cloud providers, chipmakers and model companies could raise the risk of correction if projected commercial returns do not materialize.
