Microsoft, NVIDIA and Anthropic reveal major AI partnerships

Microsoft, NVIDIA and Anthropic will be customers of each other – using each other’s models and infrastructure – and go to market together with joint AI solutions.  

The announcement is based on four key things: customers of Microsoft Foundry will be able to access Anthropic’s Claude models; Microsoft will provide access to Clause across its Copilot family; Anthropic is committing to Azure capacity worth $30 billion; and NVIDIA and Anthropic are establishing a partnership to support Anthropic’s growth.

 “This is all about deepening our commitment to bringing the best infrastructure, model choice and applications to our customers,” said Satya Nadella, chariman and CEO of Microsoft. “And of course, this all builds on our critical partnership that we have with OpenAI, which remains a critical partnership for Microsoft.”

As well as the $30 billion investment, Anthropic will contract additional compute capacity up to one gigawatt.

“We’re excited to bring our models as a choice to Microsoft Azure,” says Dario Amodei, co-founder and CEO of Anthropic. “This is going to be the beginning of a very long partnership.”

NVIDIA will collaborate with Anthropic on design and engineering, for best possible performance, efficiency and total cost of ownership.

“NVIDIA’s DNA is to build the most advancing computing systems in the world and to accelerate the most challenge workflows in the world and the most important platforms in the world, and this conference call right here embodies that very thing,” said Jenson Huang, founder and CEO of NVIDIA. “The work on MCP has completely revolutionised agentic landscape… the incredible infrastructure team that works at Anthropic is phenomenal. I can’t wait to go and accelerate Claude.”

Nadella added: “We need to move beyond the winner-take-all hype so this technology can deliver real, tangible local success for every country, every sector and every customer.”