NVIDIA and Microsoft invest up to $15B in Anthropic, securing AI computing and cloud resources.

NVIDIA and Microsoft have committed up to $15 billion in combined investments in AI startup Anthropic, forming a major strategic partnership. The deal includes Anthropic securing up to 1 gigawatt of computing power using NVIDIA’s Grace Blackwell and Vera Rubin systems, while also committing to purchase $30 billion in cloud capacity from Microsoft’s Azure. The alliance marks a significant shift from prior public tensions between the companies, highlighting the growing urgency to secure AI infrastructure amid intense competition.