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Anthropic commits to $30b of Microsoft Azure cloud services; NVIDIA, Microsoft invest in Anthropic

  • December 2, 2025
  • Analyst: Philbert Shih

Anthropic, makers of the Claude AI chatbot, contracted to consume $30b of Azure cloud infrastructure capacity, while also committing to up to 1GW of compute capacity on top of that. The Azure cloud infrastructure will be built on NVIDIA GPUs.

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