Tech Giants Join Forces: Microsoft and Nvidia Bet Big on Anthropic's AI Future with $15 Billion Investment
Summary
Microsoft and Nvidia announced a strategic investment of up to $150 billion in the AI startup Anthropic on November 18, 2025. Nvidia committed to investing up to $100 billion, while Microsoft committed to investing up to $50 billion. As part of the deal, Anthropic pledged to purchase $300 billion worth of Azure cloud computing capacity from Microsoft.
Investment Agreement Details
The three parties simultaneously released this strategic cooperation announcement on their official blogs—Microsoft, Nvidia, and Anthropic—on November 18, 2025. Bloomberg reported that the announcement was made at 6:59 PM Eastern Time.
According to the terms of the agreement, Anthropic will expand its Claude AI model on the Microsoft Azure platform and commit to purchasing $300 billion worth of Azure computing capacity, while also signing a contract for up to 1 gigawatt of additional computing capacity. Initially, the computing power will be provided by Nvidia's Grace Blackwell and Vera Rubin systems.
This marks the first deep technical collaboration between Nvidia and Anthropic. Both parties will collaborate on design and engineering, aiming to optimize Anthropic models for the best performance, efficiency, and total cost of ownership, while also optimizing future Nvidia architectures for Anthropic's workloads.
Company Valuation and Market Impact
Sources revealed that this investment has pushed Anthropic's valuation to about $350 billion, a significant increase from $183 billion in September. This makes Anthropic one of the most valuable companies globally.
In terms of market reaction, despite increasing discussions among Wall Street analysts about the AI bubble, Nvidia's stock price slightly declined amid a general sell-off in the tech sector, while Microsoft's stock price fell by about 2.5%.
Strategic Cooperation Significance
Microsoft has also expanded its existing partnership with Anthropic. Customers of Microsoft Foundry will be able to access Anthropic's cutting-edge Claude models, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. This collaboration makes Claude the only leading model available on all three major cloud service providers (Amazon, Google, and Microsoft) globally.
Microsoft CEO Satya Nadella stated in a video: "We will increasingly become each other's customers. We will use Anthropic's models, and they will use our infrastructure. Together, we will open up the market and help customers realize the value of AI."
Nvidia CEO Jensen Huang specifically noted his excitement about Anthropic's pioneering work in AI safety and the progress of Claude Code.
Industry Background
Founded in 2021 by former OpenAI employees, Anthropic is positioned as prioritizing safety in AI development. Its flagship product is the Claude chatbot and model family.
Despite the new partnership, Anthropic noted in a blog post that "Amazon remains Anthropic's primary cloud service provider and training partner."
Microsoft has been investing billions of dollars in OpenAI since 2019 and currently holds approximately 27% of OpenAI's for-profit business, valued at about $135 billion. This collaboration with Anthropic indicates Microsoft's efforts to reduce its dependence on a single AI partner.
Market Analysis
Since the launch of the first version of ChatGPT at the end of 2022, tech industry competitors, including Amazon, Meta, and Elon Musk's xAI, have invested hundreds of billions of dollars in the AI field.
Analysts have pointed out that this cyclical investment model raises concerns. D.A. Davidson analyst Gil Luria stated: "The main feature of this cooperation is to reduce the AI economy's reliance on OpenAI. Microsoft decided not to depend on a single leading model company. Nvidia, to some extent, also depends on the success of OpenAI and is now helping to generate broader demand."
eMarketer analyst Jacob Bourne commented: "These investments reflect how the AI industry is consolidating around a few key players."