Microsoft, NVIDIA, and Anthropic jointly announced the establishment of a "cloud-hardware-model" strategic alliance: Anthropic will purchase Azure computing resources worth $30 billion (approximately 213.3 billion Chinese yuan) from Microsoft, and lock in up to 1 gigawatt of Grace Blackwell and Vera Rubin next-generation architecture capacity; in exchange, Microsoft and NVIDIA will each invest an additional $5 billion and $10 billion in Anthropic, totaling $15 billion (approximately 106.6 billion Chinese yuan).
After the transaction is completed, Claude will be the only cutting-edge large model that is available on AWS, Google Cloud, and Azure. Azure AI Foundry customers can immediately call Claude Sonnet 4.5, Opus 4.1, and Haiku 4.5, and enjoy customized features tailored for Azure; Microsoft's Copilot matrix, including GitHub Copilot and Copilot Studio, will also be natively integrated with Claude.
NVIDIA has been deeply integrated with Anthropic for the first time, and both companies will jointly optimize GB and Rubin systems, aiming to lead competitors in performance, energy efficiency, and total cost of ownership. Anthropic stated that the $3 billion order will support its model iterations and inference scaling from 2026 to 2030, and it is expected that the daily active calls of Claude will exceed 10 billion times by 2027.
