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Chronicles

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Anthropic commits to buy $30B in Azure capacity in a new deal with Microsoft and Nvidia, which commit to invest up to $5B and $10B, respectively, in Anthropic

Anthropic to scale Claude on Azure Anthropic to adopt NVIDIA architecture NVIDIA and Microsoft to invest in Anthropic

Microsoft

Discussion

  • @zephyr_z9 @zephyr_z9 on x
    Well Trainium 3 is also a bit delayed, and the performance gap between Rubin and Trainium 3 increases [image]
  • @benitoz Ben Pouladian on x
    Anthropic choosing NVDA + $MSFT at 1 GW scale tells you everything. If Trainium was remotely competitive, Amazon wouldn't be watching its flagship AI customer double down on Blackwell. Performance wins. $NVDA isn't just ahead, it's pulling away. https://www.anthropic.com/...
  • @nvidia @nvidia on x
    We are announcing strategic partnerships with @AnthropicAI and @Microsoft to scale Anthropic's rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA. For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic's [im…
  • @anthropicai @anthropicai on x
    We've formed a partnership with NVIDIA and Microsoft. Claude is now on Azure—making ours the only frontier models available on all three major cloud services. NVIDIA and Microsoft will invest up to $10bn and $5bn respectively in Anthropic. https://www.anthropic.com/...
  • @joannastern Joanna Stern on x
    In tonight's episode of “The Bachelor,” three tech titans vie for the ultimate rose and the next multi-trillion dollar market bubble. Tune in! [image]
  • @tomwarren Tom Warren on x
    BREAKING: Microsoft has just announced a strategic partnership with Anthropic. It brings Claude AI models to Azure, and also sees Anthropic commit to purchase $30 billion of Azure compute capacity. Nvidia + Microsoft also investing in Anthropic. Details 👇https://www.theverge.com/…
  • @mgsiegler M.G. Siegler on x
    This is becoming too much like the game of Clue: Anthropic, using NVIDIA chips, in an Azure data center!
  • @satyanadella Satya Nadella on x
    10 PRINT “ANTHROPIC + MICROSOFT + NVIDIA = MORE COMPUTE, COGNITION, AND CHOICE.” [video]
  • @peark.es George Pearkes on bluesky
    MSFT/NVDA partnership with Anthropic.  — NVDA $10bn stake in Anthropic  — MSFT $5bn stake in Anthropic  — Anthropic commits to buy $30bn of Azure compute (initially 1GW of Grace Blackwell/Vera Rubin)  — Claude to be available across Copilot and only frontier model on all 3 major …