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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.