The frenzy of AI deals and cloud partnerships reached another zenith Tuesday morning as Microsoft, Nvidia, and Anthropic announced a surprise alliance that includes a $5 billion investment by Microsoft in Anthropic — which, in turn, committed to spend at least $30 billion on Microsoft’s Azure cloud platform.
Nvidia, meanwhile, committed to invest up to $10 billion in Anthropic to ensure the Claude maker’s frontier models are optimized for its next-generation Grace Blackwell and Vera Rubin chips.
The deal reflects growing moves by major AI players to collaborate across the industry in an effort to build and expand capacity and access to next-generation AI models. Microsoft recently renegotiated its partnership with OpenAI and has been increasingly partnering with others in the industry.
Anthropic has been closely tied to Amazon, which has committed to invest a total of $8 billion in the startup. Anthropic says in a post that Amazon remains its “primary cloud provider and training partner” for AI models. We’ve contacted Amazon for comment on the news.
OpenAI, for its part, recently announced a seven-year, $38 billion agreement with Amazon to expand its AI footprint to the Seattle tech giant’s cloud infrastructure.
Beyond the massive capital flows, the Microsoft-Nvidia-Anthropic partnership expands where enterprise customers can access Anthropic’s technology. According to the announcement, Microsoft customers will be able to use its Foundry platform to access Anthropic’s next-generation frontier models, identified as Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5.
Microsoft also committed to continuing access for Claude across its Copilot family, ensuring the models remain available within GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio.
The news comes as Microsoft holds its big Ignite conference in San Francisco.
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