Microsoft, Nvidia deepen ties with Anthropic

Microsoft and Nvidia are tightening their relationship with Anthropic through a planned multibillion-dollar investment, marking a shift as major AI players spread risk beyond OpenAI. Anthropic’s long-term pledge to spend $30 billion on Microsoft’s cloud underscores the industry’s hunger for compute at a time when investors are questioning the pace of AI expansion. The partnership also reflects growing consolidation as companies compete to control the next wave of advanced model infrastructure.