• by Laurie Sullivan , Yesterday

Microsoft and NVIDIA have partnered with Anthropic in an agreement that will give advertisers and marketers the processing power for advanced advertisements and content, as well as analytics and data to measure performance.

The announcement cements the AI industry's appetite for compute power to support advertising, as agencies race to build systems that can rival or surpass human intelligence and processing speeds. These systems, through higher processing speeds and data, can help brands retain loyal consumers.

As part of the partnership announced Tuesday, NVIDIA and Microsoft will invest up to $10 billion in the combined project, and up to $5 billion in Anthropic.

“I’m excited to share we are taking another step, becoming customers of each other,” said Microsoft CEO Satya Nadella in a video. “We will use Anthropic models, and they will use our infrastructure, and we will go to market.”

The announcement encompasses four key elements. Customers of Microsoft Foundry will have access to Claude models. Anthropic’s Claude AI models will have access to run across Microsoft’s Copilot family. Anthropic has committed to Microsoft Azure powered by Nvidia chips, and Nvidia and Anthropic also established a partnership.

Customers of Microsoft Azure AI Foundry will have access to Anthropic’s Claude models Sonnet 4.5, Opus 4.1, and Haiku 4.5.

This partnership will make Claude the only frontier large language model (LLM) available on all three of Microsoft’s cloud services for Azure.

Nadella also said Microsoft will continue to provide access to Claude across its Copilot family, including GitHub Copilot and Copilot Studio.

Anthropic and Nvidia will collaborate on design and engineering, with the goal of optimizing its models for the best performance and workloads. The startup’s computing will initially be up to 1 gigawatt of capacity with Nvidia’s systems.