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Microsoft and Nvidia Partner with Anthropic
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) have entered a significant partnership with AI model company Anthropic, which involves Anthropic purchasing $30 billion worth of compute capacity from Microsoft’s Azure platform and an additional commitment of 1 gigawatt of compute power, valued at approximately $50 billion. In exchange, Microsoft will invest up to $10 billion in Anthropic, which has seen its valuation rise from $183 billion to $350 billion following this deal. Nvidia will contribute $5 billion and collaborate with Anthropic to optimize AI model designs.
This partnership underscores Microsoft’s strategy to diversify beyond OpenAI and solidifies Nvidia’s ongoing relationship with Anthropic, ensuring continued demand for its graphics processing units (GPUs). The deal is expected to drive incremental revenue growth for both Microsoft and Nvidia while enhancing competition in the AI sector.
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