Microsoft and Nvidia Forge $30B Anthropic AI Partnership Despite Stock Dip

Microsoft Corp. and Nvidia Corp. are committing $30 billion to AI startup Anthropic in a cloud computing partnership that sees both tech giants' shares trading lower despite the strategic move. The deal structures $10 billion from Nvidia and $5 billion from Microsoft in exchange for Anthropic's commitment to use Microsoft Azure cloud infrastructure.

"This isn't about zero-sum competition," Microsoft CEO Satya Nadella emphasized during Tuesday's announcement. "Building durable AI capabilities requires industry-wide collaboration at scale." Nvidia's Jensen Huang called the Anthropic partnership a "dream come true," highlighting accelerated development for Claude AI models through GPU optimization.

The agreement notably involves Google supplying Tensor Processing Units (TPUs) for Anthropic's AI training infrastructure, continuing their existing cloud partnership. Market reaction appears muted as investors weigh the long-term AI arms race against immediate capital deployment concerns.