Microsoft and NVIDIA have announced a joint investment of up to $15 billion to support Anthropic, the maker of Claude AI models. Microsoft will invest up to $10 billion while NVIDIA contributes up to $5 billion. In return, Anthropic will purchase $30 billion in Azure cloud capacity and may add up to one gigawatt of additional compute. The partnership also includes integration of Claude models into Microsoft Foundry, and collaboration with NVIDIA to optimize Anthropic’s models for NVIDIA hardware and future architectures. The deal arrives as Microsoft loosens its exclusivity with OpenAI and follows recent large cloud contracts with Amazon. Read more →

Anthropic announced a $50 billion partnership with U.K.-based Fluidstack to build custom data centers in Texas and New York, slated for completion through 2026. The facilities are designed to support the compute‑intensive Claude models and reflect Anthropic’s push for dedicated infrastructure alongside existing cloud ties with Google and Amazon. The move positions Anthropic among rivals such as Meta and the SoftBank‑OpenAI‑Oracle consortium, whose infrastructure spending dwarfs the new project. Fluidstack, a rising neocloud provider, gains a high‑profile client and further credibility in the rapidly expanding AI‑hardware market. Read more →