Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion.
The latest deal for Anthropic, which also expands its Claude model distribution via distribution in Microsoft Foundry. Customers of Microsoft Foundry will get access to Anthropic's Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. For Anthropic, its Azure deal means Claude is the only top model on the big three cloud hyperscale cloud providers.
- Anthropic to spend $50 billion on AI infrastructure via Fluidstack partnership
- AWS fires up Project Rainier, Trainium2 cluster for Anthropic
- Anthropic to use Google Cloud TPUs as it diversifies capacity
Microsoft announced the Anthropic and Nvidia deal as it kicked off its Ignite conference, where it launched Agent 365 and a parade of AI agents along with data fabric updates.
Anthropic has expanded its infrastructure of late and now has deals to build its own data centers and agreements with the big three cloud hyperscalers.
This latest agreement with Anthropic and Microsoft along with Nvidia highlights the circular economy that dominates AI. Anthropic will buy Nvidia GPUs via Microsoft Azure, which will expand model choices with an expanded deal with the LLM provider. In addition, Microsoft and Nvidia will invest in Anthropic. Amazon and Google are already Anthropic investors.
According to the companies, Anthropic and Nvidia will collaborate on design and engineering to optimize price performance. Anthropic has expanded its compute with custom processors from AWS and Google Cloud. Those deals could mean Nvidia takes a back seat over time. Now Nvidia is in the mix going forward. Anthropic said its initial commitment of one gigawatt of capacity with Nvidia Grace Blackwell and Vera Rubin.
