Anthropic Lands $15 Billion Partnership with NVIDIA and Microsoft, Launches Claude on Azure

November 18, 2025

Details

  • Anthropic has entered a three-way strategic partnership with NVIDIA and Microsoft, announced on November 18, 2025.
  • The Claude family of advanced AI models is now available on Azure AI, expanding beyond AWS Bedrock and Google Vertex AI and marking Claude as the first model accessible across all three hyperscale clouds.
  • NVIDIA is set to provide cutting-edge Hopper- and Blackwell-class GPU clusters, alongside a potential investment of up to $10 billion in equity and long-term cloud credits.
  • Microsoft is pledging up to $5 billion, broadening its Azure OpenAI-style arrangement to include tailored safety tools and collaborative development of enterprise safeguards.
  • The multi-year deal encompasses joint R&D in scalable AI alignment, energy-efficient inference, and standard benchmarks, with oversight from leaders at Anthropic, Microsoft, and NVIDIA.
  • Anthropic states that new capital secures training for its future frontier models beyond 2027 and diversifies its compute partners past Amazon’s prior $4 billion commitment.

Impact

The $15 billion deal places Anthropic on stronger financial footing to challenge leading rivals like OpenAI and Google DeepMind, while offering enterprises more flexible cloud deployment options. The partnership with NVIDIA is particularly notable, offering Anthropic early access to chips that could accelerate AI development and deployment. As AI’s biggest funding rounds drive cross-industry collaboration, this move may prompt regulators to examine the growing concentration of AI power among technology giants.

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