Microsoft, NVIDIA and Anthropic on Tuesday announced a series of new partnerships that reshape how Anthropic’s Claude models will be scaled, deployed and accessed across major cloud platforms.
At the centre of the announcement is Anthropic’s decision to scale its Claude AI systems on Microsoft Azure, backed by NVIDIA infrastructure.
Anthropic has committed to purchase $30 billion in Azure compute capacity, with the option to contract up to one gigawatt of additional compute. The move will expand Claude’s availability for Azure enterprise users and increase model options through Microsoft Foundry.
Moreover, NVIDIA and Microsoft will invest up to $10 billion and up to $5 billion, respectively, in Anthropic as part of the deal.
The investment follows Anthropic’s $13 billion Series F round in September, led by ICONIQ, which valued the company at $183 billion post-money. Fidelity Management & Research Company and Lightspeed Venture Partners also co-led that round.
“We’re working to broaden access to Claude for organisations building with AI,” Anthropic CEO Dario Amodei said during a joint discussion with Microsoft’s Satya Nadella and NVIDIA’s Jensen Huang.
For the first time, Anthropic and NVIDIA have also formed a deep technology partnership focused on co-design and engineering. The companies will work to optimise Claude models for performance and efficiency on NVIDIA’s architectures, while NVIDIA will tune future chips for Anthropic workloads.
Anthropic’s compute commitment with NVIDIA will include Grace Blackwell and Vera Rubin systems, reaching up to one gigawatt.
Microsoft and Anthropic are simultaneously expanding their existing collaboration, giving Microsoft Foundry customers access to Claude’s frontier models—Sonnet 4.5, Opus 4.1 and Haiku 4.5. Microsoft will continue integrating Claude across its Copilot products, including GitHub Copilot, Microsoft 365 Copilot and Copilot Studio. “We want developers and enterprises to have choice in the models they use,” Nadella said.
Amazon, however, remains Anthropic’s primary cloud and training partner, the companies clarified.
Huang said the expanded collaboration aims to support the next phase of AI development as demand for compute continues to rise.
Anthropic recently announced a $50 billion investment in US computing infrastructure, partnering with Fluidstack to build data centres in Texas and New York, with additional sites planned. The facilities are designed specifically for Anthropic’s workloads to support continued AI research and development.
The project is expected to create around 800 permanent jobs and 2,400 construction jobs, with sites scheduled to come online through 2026. It aligns with the Trump administration’s AI Action Plan, which aims to strengthen domestic AI leadership and technology infrastructure.
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