By Will Healy
Publication Date: 2025-11-24 08:25:00
The deal positions Microsoft to remain a major player in AI for a long time.
Microsoft (MSFT 1.48%), along with Nvidia, has sealed what appears to be a landmark agreement with Anthropic. The three tech giants will become each other’s customers in a major partnership.
Under the terms of the deal, Anthropic will purchase $30 billion worth of Azure’s computing capacity from Microsoft. Anthropic will scale its Claude AI model on Azure, running it on Nvidia architecture powered by Grace CPUs and Blackwell and Vera Rubin GPUs.
This is obviously huge for Microsoft. But it’s not Microsoft’s most important artificial intelligence (AI) deal.
Image source: Getty Images.
The deal with Anthropic
This new agreement, combined with the fact that Claude is now available on the three largest platforms, will give the chatbot a competitive advantage. It should also increase Claude’s popularity, particularly thanks to a move that will bring Claude for Business to Microsoft Foundry.
In terms of…