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Anthropic Secures $30B AWS Deal, $15B Microsoft-Nvidia Investment

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Anthropic Secures $30B AWS Deal, $15B Microsoft-Nvidia Investment

What happened

Anthropic has signed a $30 billion deal with Amazon to deploy its Claude AI on AWS, making Claude available across all three major cloud platforms—Azure, AWS, and Google Cloud. Microsoft and Nvidia have jointly invested $15 billion in Anthropic, cementing a strategic partnership to run Claude on Microsoft Azure using Nvidia hardware. Anthropic will purchase $30 billion worth of Azure compute capacity and work with Nvidia to optimize future architectures for Claude’s performance.

Why it matters

  • Anthropic is now the only major AI developer with its models running on all three leading cloud platforms.
  • The deal expands enterprise access to Claude, integrating it into Microsoft’s Copilot suite and AWS’s Bedrock.
  • Anthropic’s deepening partnerships with Amazon, Microsoft, and Nvidia signal a major consolidation in AI infrastructure.

Key facts

  1. 1. Anthropic signed a $30 billion deal with Amazon to deploy Claude on AWS.
  2. 2. Microsoft and Nvidia jointly invested $15 billion in Anthropic.
  3. 3. Anthropic will buy $30 billion of Azure compute capacity and contract up to one gigawatt of additional capacity.
  4. 4. Claude is now available on Azure, AWS, and Google Cloud.
  5. 5. Anthropic will collaborate with Nvidia to optimize future architectures for Claude.

Key Voices

  • Anthropic stated that despite new investments from Microsoft and Nvidia, Amazon’s AWS remains its primary cloud and training partner.
  • Anthropic emphasized that the expanded partnerships will help develop a gigawatt of new compute capacity using Nvidia Blackwell and Vera Rubin GPUs.

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