Anthropic / Microsoft Azure / NVIDIA

Announced 2025-11-18 · Up to 1 GW · $30B

Anthropic committed to purchase $30B of Azure compute capacity and to contract additional capacity up to 1 GW, initially on NVIDIA Grace Blackwell and Vera Rubin systems. NVIDIA and Microsoft also committed to invest up to $10B and $5B in Anthropic; those equity figures are omitted from the dollar column. Amazon remains Anthropic’s stated primary cloud and training partner.

Delivery target: Not disclosed