Microsoft, NVIDIA, Anthropic Announce Major AI Partnership; Meta Commits $5B Investment, Claude Model Scaling on Azure

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Microsoft Corporation (NASDAQ:MSFT) is one of the best QQQ stocks to buy according to Wall Street analysts. On November 18, Microsoft, NVIDIA, and Anthropic announced a series of new strategic partnerships focusing on scaling Anthropic’s rapidly growing Claude AI model, which involves Anthropic adopting NVIDIA architecture and both Microsoft and NVIDIA investing in the company.

Anthropic is scaling its Claude AI model on Microsoft Azure, which is powered by NVIDIA infrastructure. This move is expected to broaden access to Claude and provide Azure enterprise customers with expanded model choice and new capabilities. As part of this commitment, Anthropic has agreed to purchase $30 billion of Microsoft Azure compute capacity and contract for additional capacity up to one gigawatt.

Furthermore, Microsoft and Anthropic are expanding their existing partnership to offer broader access to Claude for businesses. Microsoft has committed to investing up to $5 billion in Anthropic. Customers of Microsoft Foundry will gain access to Anthropic’s frontier Claude models, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. This collaboration will make Claude the only frontier model available across all three of the world’s most prominent cloud services. Microsoft also committed to continuing access for Claude across its Copilot family.

Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and solutions worldwide.

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Disclosure: None. This article is originally published at Insider Monkey.