Microsoft on Tuesday announced new strategic partnerships with Nvidia and the artificial intelligence startup Anthropic, the latest sign that the company is working to reduce its dependence on OpenAI.
As part of the agreement, Microsoft will invest $5 billion into Anthropic, while Nvidia will invest $10 billion into the startup.
The investments have pushed Anthropic's valuation to the range of $350 billion, up from its $183 billion valuation as of September, according to a source close to the deal. The terms of the company's next round are still being finalized, the person said.
Anthropic has committed to purchasing $30 billion of Azure compute capacity from Microsoft and has contracted for additional compute capacity up to one gigawatt, according to a blog post. Anthropic has also committed to purchase up to one gigawatt of compute capacity with Nvidia's Grace Blackwell and Vera Rubin systems.
"This is a dream come true for us," Nvidia CEO Jensen Huang said in a video on Tuesday. "You know, we've admired the work of Anthropic and Dario for a long time, and this is the first time we are going to deeply partner with that Anthropic to accelerate Claude."
Nvidia and Anthropic are collaborating to "support Anthropic's future growth" for the first time, the blog post said. The companies will work together on engineering and design to optimize Anthropic's models for performance and efficiency, and optimize Nvidia architectures for Anthropic's specific workloads.