Microsoft and NVIDIA will invest up to $15 billion in Anthropic

Fresh off a reorganized deal with OpenAI, Microsoft is diversifying its AI investments. The company says it will invest up to $10 billion in Anthropic. Meanwhile, NVIDIA has pledged up to $5 billion in the Claude maker. The three-way partnership, which includes various other commitments, could be seen as further evidence that an AI bubble is about to burst.

As part of the deal, Anthropic has committed to buy $30 billion of Microsoft Azure cloud computing capacity. Anthropic says it will also contract additional capacity, up to one gigawatt. In addition, Microsoft Foundry customers will gain access to several Claud models. These include Sonnet 4.5, Opus 4.1 and Haiku 4.5.

Meanwhile, NVIDIA and Anthropic will work together to improve Anthropic's AI models for NVIDIA hardware. The pair will also optimize future NVIDIA architectures for Anthropic's needs.

All of this is against the backdrop of Microsoft ...