- Anthropic will deploy Claude on Azure and purchase $30.000 billion worth of compute; commitment of up to 1 GW of capacity.
- NVIDIA and Microsoft will invest up to $10.000 billion and $5.000 billion in Anthropic, respectively.
- Azure access to Claude Sonnet 4.5, Opus 4.1 and Haiku 4.5; integration in Copilot.
- Microsoft diversifies beyond OpenAI; impact for companies in Spain and the EU.
The power map in the Generative AI It takes another turn with a three-way agreement: Microsoft, NVIDIA, and Anthropic announce a collaboration that brings Claude models to Azure and mobilizes a large-scale financial flow, favoring those who should choose the best AIThe startup is committed to acquiring $30.000 billion in computing capacity Microsoft's cloud service already allows you to contract additional power of up to one gigawatt.
The operation not only adds technical muscle; it also reconfigures the alliances of the sector. Microsoft It maintains its link with OpenAI, but opens to alternatives such as Anthropic and strengthens its relationship with NVIDIA to support the growing demand for computing in the Cloud computingThe result: more models to choose from in Azure and greater competition among providers. Enterprise AI.
What have Microsoft, NVIDIA and Anthropic agreed upon?
The heart of the deal involves three commitments: firstly, Anthropic will deploy Claude in Microsoft AzureOn the other hand, the company will invest in that same cloud infrastructure on an unprecedented scale; and, in addition, NVIDIA and Microsoft will contribute capital to the startup. According to the announcement, NVIDIA will invest up to $10.000 billion y Microsoft up to 5.000 billion in Anthropic.
The agreement includes preferential access for Anthropic to Microsoft FoundryAzure's program for building and scaling models, and a deep technical collaboration with NVIDIA. The latter will focus on optimizing the performance, efficiency, and total cost of ownership of Claude models in AI accelerators, while the future architectures GPU for your workloads.
Claude lands in Azure and joins the Copilot family
For Azure enterprise customers, the move translates into More model options from day oneAnthropic will make its advanced versions available to Foundry: Claude Sonnet 4.5, Claude Opus 4.1 y Claude Haiku 4.5adding support for multimodal modelsWith this addition, Claude will now be present in the three big clouds of the market, expanding the range of choice for developers and IT teams.
Microsoft also commits to maintain Claude's integration in its productivity ecosystem: GitHub Copilot, Microsoft 365 Copilot and Copilot StudioFor organizations already standardized on Azure and Microsoft services, this means being able to switch between model families (OpenAI or Anthropic) depending on use cases, costs, and compliance.
Big-time computing: up to 1 GW and next-generation hardware
Anthropic's computing commitment aims high: up to 1 gigawatt of capacity, leveraging the next wave of NVIDIA platforms, including systems Grace Blackwell y Vera RubinThe technical collaboration will seek to get the most out of that hardware for training and inference of next-generation models.
Meanwhile, estimates within the sector place The cost of building a data center of this category is around $50.000 billion, of which one A very significant portion would go to AI chips and acceleratorsAlthough it is not part of the agreement itself, it gives an idea of the scale of the infrastructure that the cloud computing applications.
Strategic move against OpenAI
The agreement comes after changes to the partnership between Microsoft and OpenAI that have relaxed some exclusivity clauses. The Redmond-based tech giant retains a 27% stake in the creator of ChatGPT, valued internally at around 135.000 millionBut it gains room to incorporate third parties like Anthropic into its cloud offering, something that, according to US media, has facilitated the closing of this agreement.
Microsoft's message is clear: expand your portfolio of client models and not depend on a single source, reinforcing its multi-cloud strategyFor Anthropic, the move reinforces its independence and allows it to grow in companies without giving up other alliances it already has in the generative AI ecosystem.
Circular finance and market reaction
The financial scheme follows a logic that has already been seen in other agreements in the sector: the big technology companies They inject capital into AI developers who, in turn, spend billions on their clouds and hardware. Part of the money invested is returned as revenue from services and chips.a circuit that many analysts describe as circular finance.
anthropic, in fact, maintains agreements with other suppliersAmazon has committed 8.000 million and Google has announced plans to provide up to one million TPUs to the startup. On the stock market, the announcement coincided with declines in the major indices and intraday drops of nearly 1%. 3% in Microsoft and around 3% in NVIDIA, in a context of nervousness about possible valuation tensions linked to AI fever.
What changes for businesses in Spain and the EU
For Spanish and European companies with workloads in Azure, the arrival of Claude It expands the range of providers of advanced models without leaving the Microsoft infrastructure.This facilitates data governance and control, leveraging European Azure regions and various types of cloud and aligning deployments with frameworks such as the GDPR and the emerging European AI Act.
In practice, organizations will be able to evaluate Claude against other model families in productivity (Copilot), software development (GitHub Copilot), or process automation, weighing response quality, costs, and regulatory requirements. Furthermore, competition in the European cloud market is putting pressure on providers to accelerate layers of security and traceability.
However, this agreement brings together several current trends: More investment in computing, cross-partnerships between cloud, chips and models, and a race to integrate AI into work toolsIf the agreement is fulfilled —$30.000 billion in Azure, to 1 GW capacity and the combined investment from NVIDIA and Microsoft—, companies in Europe will see their catalog of options for deploying AI at scale grow, while at the same time facing greater demands for control and efficiency.
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