Subj : Anthropic buys $30 billion of Azure cloud capability - and nets $
To   : All
From : TechnologyDaily
Date : Sat Nov 22 2025 18:45:08

Anthropic buys $30 billion of Azure cloud capability - and nets $15 billion 
investment from Microsoft and Nvidia in return

Date:
Sat, 22 Nov 2025 18:33:00 +0000

Description:
Anthropic purchases large Azure compute capacity, gains multi-cloud 
deployment for Claude models, and secures major investments from Microsoft 
and Nvidia partners.

FULL STORY
======================================================================Anthropi
c commits to $30 billion Azure compute capacity for future Claude deployments 
The deal includes an optional expansion reaching up to one gigawatt of 
infrastructure capacity Future models will train using Nvidia Grace Blackwell 
and Vera Rubin systems 

Anthropic has agreed to purchase $30 billion worth of compute capacity on 
Microsoft Azure as part of an expanded strategic partnership involving 
Microsoft and Nvidia. 

The agreement includes the option to secure additional capacity reaching up 
to one gigawatt for future models, which will rely on Nvidia Grace Blackwell 
and Vera Rubin systems. 

The arrangement places Anthropics Claude models in a position to scale across 
infrastructure operated through Azure, while also allowing corporate clients 
to select Claude within Microsofts enterprise platforms. Access across 
enterprise Microsoft products 

The partnership forms part of Anthropics ongoing plan to operate and train 
its systems on large clusters optimised for high-performance workloads. 

Claude models will be available to customers using Microsoft Foundry, 
providing access to Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. 

The company stated this expansion will make Claude the only frontier model 
deployed across all major global cloud providers. 

Azure customers will gain access to these models alongside existing options 
and will be able to use Claude-specific capabilities for development 
workflows involving AI tools and integration across enterprise systems. 

Claude will also remain accessible within Microsofts suite of Copilot 
products, including GitHub Copilot, Microsoft 365 Copilot, and Copilot 
Studio. 

The deal includes financial commitments from Microsoft and Nvidia, which plan 
to invest up to $5 billion and $10 billion, respectively, in Anthropic. 

The companies confirmed that the collaboration will extend beyond financing 
through a technical partnership intended to optimise Anthropic workloads on 
current and upcoming Nvidia architectures. 

The objective is to improve performance and efficiency while reducing 
long-term operational costs. 

Anthropic also aims to ensure its platforms benefit from hardware 
developments tuned for large-scale distributed computing. 

With this agreement, Anthropic can expand its deployment across enterprise 
environments that rely heavily on cloud hosting and cloud storage . 

The scale of the deal suggests a strategic push to secure sustained access to 
compute capacity, which may reduce constraints associated with rapidly 
scaling model development. 

The partnership may also allow Microsoft and Nvidia to reinforce their 
positions in competitive AI markets through deep ecosystem alignment rather 
than isolated product integration. 

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======================================================================
Link to news story:
https://www.techradar.com/pro/anthropic-just-bought-usd30-billion-of-azure-clo
ud-capability-and-has-netted-usd15-billion-investment-from-microsoft-and-nvidi
a-in-return


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