Microsoft, Nvidia, and Anthropic Forge $30B AI Cloud Partnership
Microsoft has strategically diversified its AI investments through a landmark deal with Nvidia and Anthropic. The $15 billion joint investment ($5B from Microsoft, $10B from Nvidia) secures Anthropic's commitment to spend $30 billion on Azure cloud services, potentially utilizing up to one gigawatt of computing power. This move reduces Microsoft's reliance on OpenAI despite maintaining its $135 billion stake in the ChatGPT creator.
Nvidia's first-time collaboration with Anthropic focuses on hardware optimization for AI models, leveraging cutting-edge Vera Rubin and Grace Blackwell chips. "This partnership realizes our shared vision for next-generation AI," said Nvidia CEO Jensen Huang, praising Anthropic's Claude language models. The deal underscores the intensifying race for AI infrastructure dominance among tech giants.