
"Microsoft and Nvidia are investing $5 billion (€4.3 billion) and $10 billion (€8.6 billion) respectively in Anthropic. The creator of Claude has committed to spending $30 billion on cloud services with Microsoft. The deal reduces OpenAI's dependence on the AI industry. The AI sector is seeing a shift in the balance of power. For years, Microsoft was closely linked to ChatGPT creator OpenAI through substantial investments and collaboration. Microsoft is now investing up to $5 billion in Anthropic, while chipmaker Nvidia is committing up to $10 billion. Both parties are committing to the next round of financing for the ChatGPT competitor."
"In exchange, Anthropic promises to spend $30 billion on Microsoft Azure cloud services. "We're increasingly going to be customers of each other," says Microsoft CEO Satya Nadella. "We will use Anthropic models, they will use our infrastructure and we'll go to market together." Nadella emphasizes that OpenAI "remains a critical partner." The collaboration with Nvidia involves joint development of chips and models for better performance. Anthropic is committing up to 1 gigawatt of computing power with Nvidia's Grace Blackwell and Vera Rubin hardware. 1 gigawatt of AI computing is estimated to cost $20 billion to $25 billion."
Microsoft will invest up to $5 billion in Anthropic and Nvidia will commit up to $10 billion, while Anthropic will spend $30 billion on Microsoft Azure cloud services. Anthropic is committing up to 1 gigawatt of computing power using Nvidia's Grace Blackwell and Vera Rubin hardware, with 1 gigawatt estimated to cost $20 billion to $25 billion. Microsoft will give Azure AI Foundry customers access to Claude, making Claude available across three major cloud providers. Amazon remains Anthropic's primary cloud and training partner. OpenAI has signed a $300 billion deal with Oracle and committed to $1.4 trillion for 30 gigawatts, indicating an industry strategic shift and intensifying competition.
Read at Techzine Global
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