Anthropic secures hundreds of billions in investments from Microsoft and NVIDIA, with its valuation skyrocketing to 2.5 trillion.

Promise to purchase Azure computing power worth $30 billion.

According to a report by Zhidongxi on November 19th, last night, Microsoft, NVIDIA, and the US generative AI unicorn Anthropic announced a new strategic partnership. NVIDIA and Microsoft promised to invest $10 billion (approximately RMB 71.1 billion) and $5 billion (approximately RMB 35.5 billion) in Anthropic respectively, with a total investment of $15 billion (approximately RMB 106.6 billion).

According to foreign media citing sources familiar with the matter, these two investments have pushed Anthropic's valuation from $183 billion (approximately RMB 1.3 trillion) in September to $350 billion (approximately RMB 2.5 trillion). The source also revealed that the terms of Anthropic's next - round financing are still being finalized.

Under the latest strategic cooperation among Microsoft, NVIDIA, and Anthropic, Anthropic is expanding its Claude AI model on Microsoft Azure, supported by NVIDIA. This will expand access to Claude and provide more model options and new features for Azure enterprise customers.

Anthropic promises to purchase Azure computing power worth $30 billion (approximately RMB 213.2 billion) and sign an additional contract for up to 1 gigawatt of computing power.

This is the first time that NVIDIA and Anthropic have established a deep - rooted technical partnership to support Anthropic's future growth.

Anthropic and NVIDIA will collaborate in design and engineering, aiming to optimize Anthropic's models for the best performance, efficiency, and TCO, and to optimize future NVIDIA architectures for Anthropic's workloads. Anthropic's computing commitment will initially use NVIDIA Grace Blackwell and Vera Rubin systems to provide up to 1 gigawatt of computing power.

Microsoft and Anthropic are also expanding their existing partnership to provide enterprises with broader access to Claude.

Customers of Microsoft Foundry will be able to access Anthropic's cutting - edge Claude models, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5.

Microsoft also promises to continue supporting access to Claude in the Microsoft Copilot series, including GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio.

This partnership will make Claude the only cutting - edge model available on the world's three major well - known cloud services. In October this year, Anthropic announced a computing agreement with Google, and Google will provide up to 1 million of its dedicated AI chips to Anthropic. This deal is worth billions of dollars.

Interestingly, OpenAI, a generative AI unicorn long - associated with Microsoft, is a fierce competitor to Anthropic. NVIDIA is also an investor in OpenAI and announced in September this year that it will gradually invest up to $100 billion (approximately RMB 710.8 billion) in OpenAI. OpenAI will use NVIDIA systems to build and deploy at least 10 gigawatts of AI data centers.

Amazon Web Services (AWS), a strong competitor to Microsoft's Azure cloud business, has long been Anthropic's main cloud service provider and has invested $8 billion (approximately RMB 56.9 billion) in Anthropic.

This article is from the WeChat public account “Zhidongxi” (ID: zhidxcom), author: ZeR0, editor: Moying. It is published by 36Kr with authorization.