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Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia

Anthropic commits to spending $30 billion on Microsoft Azure cloud; Nvidia and Microsoft invest $10 billion and $5 billion respectively to advance AI infrastructure partnerships.

  • The deal, announced Tuesday, involves Anthropic committing to buying $30 billion of computing capacity from Microsoft’s Azure cloud computing platform as part of a partnership with Nvidia.
  • Earlier this year, Microsoft had been the exclusive cloud provider for OpenAI, while OpenAI has increasingly sought cloud deals with Oracle and SoftBank.
  • • The partnership pairs large investments with a major cloud purchase commitment as Anthropic will buy $30 billion of capacity from Microsoft Azure, with Microsoft investing up to $5 billion.
  • CEOs Dario Amodei, Satya Nadella and Jensen Huang presented the partnership in joint announcements just ahead of Microsoft’s annual Ignite developer conference.
  • The agreement signals a shift away from Microsoft’s longtime alliance with OpenAI, as Anthropic, maker of Claude, committed to buying $30 billion of capacity from Microsoft Azure.
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KENS broke the news in on Tuesday, November 18, 2025.
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