Microsoft, NVIDIA, and Anthropic announced new strategic alliances today. With the help of NVIDIA, Anthropic is scaling its quickly expanding Claude AI model on Microsoft Azure. This will increase access to Claude. It will give Azure enterprise clients more model options and new features. Anthropic has agreed to contract more compute capacity up to one gigawatt and buy $30 billion worth of Azure compute capability.
In order to assist Anthropic’s future expansion, NVIDIA and Anthropic are forming a comprehensive technological relationship for the first time. In order to optimise Anthropic models for optimal performance, efficiency, and TCO as well as future NVIDIA architectures for Anthropic workloads, Anthropic and NVIDIA will work together on design and engineering.
According to a person close to the transaction who wished to remain anonymous due to the confidentiality of the information, the investments have increased Anthropic’s valuation from $183 billion as of September to the range of $350 billion. The individual stated that the conditions of the company’s upcoming round are still being worked out.
According to a blog post, Anthropic has agreed to buy $30 billion worth of Azure compute capacity from Microsoft and has a contract for an additional gigawatt of compute capacity. Additionally, Anthropic has promised to buy up to 1 gigawatt of processing power from Nvidia’s Grace Blackwell and Vera Rubin systems.
Additionally, Microsoft and Anthropic are extending their current collaboration to provide companies more access to Claude. Anthropic’s frontier Claude models, such as Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, will be accessible to Microsoft Foundry customers. Claude will be the only frontier model offered on all three of the most well-known cloud providers in the world thanks to this collaboration. Azure users will have more model options and access to Claude-specific features.
Additionally, Microsoft has promised to keep Claude’s access to all Copilot products, including Copilot Studio, GitHub Copilot, and Microsoft 365 Copilot.
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