"The three firms shared news of the deal with the publication of a joint press release on Tuesday, reporting Anthropic's commitment to invest $30 billion with Microsoft to get a new bundle of Nvidia-powered Azure compute capacity. That's still not enough to get the Claude maker to 1 GW of Azure compute, the addition of which the press release said will be included in the contract for future expansion."
"With Nvidia and Microsoft standing to make plenty on Anthropic's Azure investment, which will naturally require Microsoft to purchase additional Nvidia chips, the two companies decided to reward the Claude-maker. The AI arms dealer and house of Windows are tossing in their own Anthropic investments of up to $10 billion and $5 billion, respectively, as part of the circular deal."
"That said, the trio did say that Anthropic's compute commitment would be for up to one gigawatt of compute capacity derived from Nvidia's Grace Blackwell and Vera Rubin systems, and 1 GW requires a lot of chips. Along with Microsoft's need to purchase a bunch of Nvidia chips, the three-way deal will also see Anthropic and Nvidia collaborate on designing and engineering future Nvidia architectures for Anthropic workloads."
Microsoft, Anthropic, and Nvidia arranged a $45 billion package combining Anthropic's $30 billion Azure compute commitment with up to $10 billion and $5 billion investments from Nvidia and Microsoft, respectively. Anthropic's compute commitment can expand to up to one gigawatt of Nvidia Grace Blackwell and Vera Rubin-powered capacity. The deal will prompt Microsoft to buy more Nvidia chips and includes collaboration between Anthropic and Nvidia to design future Nvidia architectures for Anthropic workloads. Anthropic models entered public preview on Microsoft Foundry, and Claude was integrated into Microsoft 365 with an Agent Mode option in Excel alongside ChatGPT.
Read at Theregister
Unable to calculate read time
Collection
[
|
...
]