Thursday, November 27, 2025

AI @ Azure: Anthropic, xAI, OpenAI...

Microsoft is "diversifying" beyond OpenAI models for LLM AI...

//ai.azure.com/nextgen/


Another of those "circular investments", useful one...
Just didn't expect deployment on Azure so soon... good!

Microsoft to invest $5B in Anthropic, as Claude maker commits $30B to Azure in new Nvidia alliance – GeekWire

Microsoft and Nvidia Just Signed a Multibillion-Dollar Deal With Anthropic. Here's What It Really Means for Investors.

    Anthropic already had investments from both Amazon and Alphabet (Google)
  • Financial investment: Microsoft will invest up to $5 billion in Anthropic, while Nvidia will invest up to $10 billion.
  • Cloud services commitment: Anthropic has committed to spending $30 billion on Microsoft Azure over the next four years.
  • Strategic collaboration: Anthropic will use Microsoft's Azure cloud infrastructure, powered by Nvidia's technology, to scale its Claude AI models.
  • Technology development: Anthropic will also collaborate with Nvidia to optimize its models for Nvidia's hardware.
  • Valuation: The investment from Microsoft and Nvidia, combined with Anthropic's commitments, pushes the company's valuation to around $350 billion.
  • Diversification: This deal allows Microsoft to deepen its AI partnerships beyond its long-standing relationship with OpenAI, while also gaining a significant customer for its Azure cloud services. 


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