{"id":3855,"date":"2025-11-18T21:36:18","date_gmt":"2025-11-18T21:36:18","guid":{"rendered":"https:\/\/pronews.in\/index.php\/2025\/11\/18\/microsoft-nvidia-invest-in-anthropic-in-cloud-services-deal\/"},"modified":"2025-11-18T21:36:18","modified_gmt":"2025-11-18T21:36:18","slug":"microsoft-nvidia-invest-in-anthropic-in-cloud-services-deal","status":"publish","type":"post","link":"https:\/\/pronews.in\/index.php\/2025\/11\/18\/microsoft-nvidia-invest-in-anthropic-in-cloud-services-deal\/","title":{"rendered":"Microsoft, Nvidia invest in Anthropic in cloud services deal"},"content":{"rendered":"<div>\n<p><em>The announcement underscores AI industry\u2019s insatiable appetite for computing power as companies race to build systems that can rival or surpass human intelligence.<\/em><\/p>\n<\/div>\n<div aria-live=\"polite\" aria-atomic=\"true\">\n<p>Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30bn commitment by the Claude maker to use Microsoft\u2019s cloud services, the latest high-profile deal binding together major players in the AI industry.<\/p>\n<p>Nvidia will commit up to $10bn to Anthropic and Microsoft up to $5bn, the companies said on Tuesday, without sharing more details.<\/p>\n<section>\n<h2>Recommended Stories <\/h2>\n<p><span>list of 4 items<\/span><\/p>\n<ul>\n<li><span>list 1 of 4<\/span><a href=\"http:\/\/www.aljazeera.com\/economy\/2025\/11\/17\/us-families-mind-blown-with-cuts-to-solar-rooftop-funds\">US families\u2019 \u2018mind blown\u2019 with cuts to solar rooftop funds<\/a><\/li>\n<li><span>list 2 of 4<\/span><a href=\"http:\/\/www.aljazeera.com\/economy\/2025\/11\/17\/us-fed-governor-cook-offers-detailed-defence-in-mortgage-fraud-case\">US Fed Governor Cook offers detailed defence in mortgage fraud case<\/a><\/li>\n<li><span>list 3 of 4<\/span><a href=\"http:\/\/www.aljazeera.com\/economy\/2025\/11\/18\/trump-mcdonalds-lower-prices\">Trump hails lower prices in US amid rising angst over cost of living<\/a><\/li>\n<li><span>list 4 of 4<\/span><a href=\"http:\/\/www.aljazeera.com\/news\/2025\/11\/18\/canadian-pm-mark-carney-clears-budget-vote-averting-snap-elections\">Canadian PM Mark Carney clears budget vote, averting snap elections<\/a><\/li>\n<\/ul>\n<p><span>end of list<\/span><\/section>\n<p>A person familiar with the matter said both the companies have committed to investing in Anthropic\u2019s next funding round.<\/p>\n<p>The announcement underscores the AI industry\u2019s insatiable appetite for computing power as companies race to build systems that can rival or surpass human intelligence. It also ties major OpenAI-backer Microsoft, as well as key AI chip supplier Nvidia, closer to one of the ChatGPT maker\u2019s biggest rivals.<\/p>\n<p>\u201cWe\u2019re increasingly going to be customers of each other. We will use Anthropic models, they will use our infrastructure and we\u2019ll go to market together,\u201d Microsoft CEO Satya Nadella said in a video. He added that OpenAI \u201cremains a critical partner\u201d.<\/p>\n<p>The move comes weeks after OpenAI unveiled a sweeping restructuring that moved it further away from its non-profit roots, giving it greater operational and financial freedom.<\/p>\n<p>The startup has since then announced a <a href=\"http:\/\/www.aljazeera.com\/economy\/2025\/11\/3\/openai-amazon-sign-38bn-ai-deal\" target=\"_blank\" rel=\"noopener\">$38bn deal to buy<\/a> cloud services from Amazon.com as it reduces reliance on Microsoft. Its CEO, Sam Altman, has said OpenAI is committed to spending $1.4 trillion to develop 30 gigawatts of computing resources \u2013 enough to roughly power 25 million US homes.<\/p>\n<p>Still, three years after ChatGPT\u2019s debut, investors are increasingly uneasy that the AI boom has outrun fundamentals. Some business leaders have noted that circular deals \u2013 in which one partner props up another\u2019s revenue \u2013 add to the bubble risk.<\/p>\n<p>\u201cThe main feature of the partnership is to reduce the AI economy\u2019s reliance on OpenAI,\u201d D A Davidson analyst Gil Luria said of Tuesday\u2019s announcement.<\/p>\n<p>\u201cMicrosoft has decided not to rely on one frontier model company. Nvidia was also somewhat dependent on OpenAI\u2019s success and is now helping generating broader demand.<\/p>\n<h2 id=\"ai-industry-consolidating\">AI industry consolidating<\/h2>\n<p>Founded in 2021 by former OpenAI staff, Anthropic was recently valued at $183bn and has become a major rival to the ChatGPT maker, driven by the strong adoption of its services by enterprise customers.<\/p>\n<p>The Reuters news agency reported last month that Anthropic was projecting to more than double and potentially nearly triple its annualised revenue run rate to around $26bn next year. It has more than 300,000 business and enterprise customers.<\/p>\n<p>As part of Tuesday\u2019s move, Anthropic will work with Nvidia on chips and models to improve performance and commit up to 1 gigawatt of compute using Nvidia\u2019s Grace Blackwell and Vera Rubin hardware. Industry executives estimate that one gigawatt of AI computing can cost between $20bn and $25bn.<\/p>\n<p>Microsoft will also give Azure AI Foundry customers access to the latest Claude models, making Claude the only frontier model offered across all three major cloud providers.<\/p>\n<p>\u201cThese investments reflect how the AI industry is consolidating around a few key players,\u201d eMarketer analyst Jacob Bourne said.<\/p>\n<p>Despite the looming deal, Microsoft shares are down 3.2 percent in midday trading. Nvidia is also trading 1.9 percent lower than at the market open, and Amazon has fallen 4 percent. Tech stocks remain under pressure after a cloud services outage earlier on Tuesday. Neither OpenAI nor Anthropic is publicly traded.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The announcement underscores AI industry\u2019s insatiable appetite for computing power as companies race to build systems that can rival or surpass human intelligence. Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30bn commitment by the Claude maker to use Microsoft\u2019s cloud services, the latest high-profile deal binding together &#8230; <a title=\"Microsoft, Nvidia invest in Anthropic in cloud services deal\" class=\"read-more\" href=\"https:\/\/pronews.in\/index.php\/2025\/11\/18\/microsoft-nvidia-invest-in-anthropic-in-cloud-services-deal\/\" aria-label=\"Read more about Microsoft, Nvidia invest in Anthropic in cloud services deal\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":3856,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-3855","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-travel"],"_links":{"self":[{"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/posts\/3855","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/comments?post=3855"}],"version-history":[{"count":0,"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/posts\/3855\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/media\/3856"}],"wp:attachment":[{"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/media?parent=3855"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/categories?post=3855"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pronews.in\/index.php\/wp-json\/wp\/v2\/tags?post=3855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}