Microsoft, NVIDIA and Anthropic forge major AI partnerships

Published 18/11/2025, 16:08
© Reuters

Investing.com -- Microsoft, NVIDIA, and Anthropic announced new strategic partnerships on Tuesday to expand access to Anthropic’s Claude AI models and enhance their capabilities.

Anthropic will scale its Claude AI model on Microsoft Azure, powered by NVIDIA technology. The company has committed to purchase $30 billion of Azure compute capacity and contract additional compute capacity up to 1 gigawatt.

In a first-time deep technology partnership, NVIDIA and Anthropic will collaborate on design and engineering to optimize Anthropic models for performance, efficiency, and total cost of ownership, while also optimizing future NVIDIA architectures for Anthropic workloads. Anthropic’s compute commitment will initially utilize up to 1 gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems.

Microsoft and Anthropic are expanding their existing partnership to provide broader access to Claude for businesses. Microsoft Azure AI Foundry customers will gain access to Anthropic’s frontier Claude models including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. This makes Claude the only frontier large language model available on all three major cloud services.

Microsoft has also committed to continuing Claude access across its Copilot family, including GitHub Copilot and Copilot Studio.

As part of these agreements, NVIDIA has committed to invest up to $10 billion in Anthropic, while Microsoft will invest up to $5 billion.

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