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Constellation Insights
November 18, 2025

Anthropic, Microsoft Azure, Nvidia ink $30 billion compute pact

Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.

Constellation Insights
November 18, 2025

Microsoft launches Agent 365, a parade of AI agents at Ignite 2025

Microsoft launched Agent 365, which is designed to be the control plane for native and third party AI agents, as the company aims to be a horizontal as well as vertical play. The other key theme is that Microsoft is arguing that the best way to incorporate AI agents into your business is to extend the infrastructure you already have.

Constellation Insights
November 16, 2025

Frontline workers get their AI moment

Frontline workers are having a moment as their importance in the age of AI grows across multiple sectors, including manufacturing and industrial enterprises, and organizations flatten. With all the talk of digital workers and AI agents taking jobs, frontline workers may wind up mattering more.