Nvidia and Microsoft Pledge Up to $15 Billion to Anthropic

Microsoft says it is joining Nvidia in a multibillion-dollar partnership with artificial intelligence (AI) startup Anthropic .

Under this collaboration, Anthropic will scale its Claude AI model on the Nvidia-powered Microsoft Azure, the companies announced Tuesday (Nov. 18).

Anthropic has agreed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt, while Microsoft and Nvidia have pledged to invest up to $5 billion and $10 billion, respectively, in Anthropic.

According to the announcement, Microsoft and Anthropic are also expanding their existing partnership to widen access to Claude for businesses, giving Microsoft Foundry customers use of Anthropic’s frontier Claude models, while continuing to allow access for Claude across Microsoft’s Copilot family of products.

The partnership will make Claude the only frontier model available on the world’s three biggest cloud services, the announcement added.

Both Nvidia and Microsoft have existing relationships with Anthropic rival OpenAI. Microsoft is the latter company’s longtime partner , and has invested billions in the ChatGPT maker.

Nvidia has committed $100 billion to OpenAI. It will be the largest private company investment in history, assuming the chipmaker ends up investing the full amount.

“We are increasingly going to be customers of each other,” Microsoft CEO Satya Nadella said in a video statement accompanying the announcement, in which he was joined by Jensen Huang and Dario Amodei , his counterparts from Nvidia and Anthropic.

In other Anthropic news, PYMNTS wrote last week about the implications of a cyber-espionage incident involving the company, in which its Claude Code model was manipulated into spying on around 30 finance, technology, manufacturing and government groups.

Anthropic said in its disclosure that the mid-September incident marks the first confirmed case in which an AI agent handled most steps of an intrusion normally performed by human hackers.

AI industry insiders interviewed by PYMNTS said this incident illustrates that fraudsters are evolving along with AI technology, presenting risks to automated systems from outside AI systems and requiring safeguards.

Eva Nahari , chief product officer at AI solutions provider Vectara , told PYMNTS that the case demonstrates how automation changes the threat landscape.

“With automation comes velocity and scale,” and that attackers are now picking up the same knowledge and creative advantages AI gives enterprises, Nahari said, calling the campaign “global, industry-agnostic and growing.”

She added that security teams have been anticipating this change since the earliest days of popular large language models.