AIster · The agentic age · M&A & deals
Microsoft and NVIDIA back Anthropic as Claude joins Azure
Claude became available on all three major clouds, tied to a $30 billion Azure commitment
Key facts
- Date
- 18 Nov 2025
- Era
- The agentic age
- Interest
- M&A & deals
- Threads
- Compute, Labs & people
- Investment
- NVIDIA up to $10 billion, Microsoft up to $5 billion
- Compute
- $30 billion of Azure capacity, plus up to one gigawatt
- Hardware
- NVIDIA Grace Blackwell and Vera Rubin systems
- Product
- Claude Sonnet 4.5, Opus 4.1 and Haiku 4.5 in Microsoft Foundry
Anthropic committed to buy $30 billion of computing capacity on Azure, Microsoft's cloud, and to contract additional capacity of up to one gigawatt. NVIDIA committed to invest up to $10 billion in Anthropic and Microsoft up to $5 billion. Claude models became available to Azure customers through Microsoft Foundry, and Microsoft said Claude would stay available across its Copilot products.
Sources
- Microsoft, Microsoft, NVIDIA and Anthropic announce strategic partnerships, 2025-11-18