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Anthropic, Microsoft in talks for AI chip deal after $5 billion investment

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Why This Matters

The potential partnership between Anthropic and Microsoft for AI chips highlights the ongoing competition in AI hardware and cloud services, emphasizing Microsoft's push to strengthen its position in AI infrastructure. This development could lead to more advanced, efficient AI models and better performance for consumers and businesses relying on cloud-based AI solutions.

Key Takeaways

Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026.

Microsoft is in talks to supply its custom artificial intelligence chips to Anthropic, CNBC confirmed on Thursday.

A deal would represent a win for Microsoft, which is behind cloud rivals Amazon and Google when it comes to supplying clients with special-purpose AI silicon. Microsoft announced its second-generation Maia AI chip in January, but has yet to make it available through its Azure cloud. The company did say the Maia 200 processor would run OpenAI's GPT-5.2 model.

Anthropic has not yet closed a deal with Microsoft over the use of the Maia said a person familiar with the deal who asked not to be named in order to discuss internal matters. The Information reported on the discussions earlier on Thursday.

Shares of Microsoft were little changed.

In November, Microsoft said it would invest $5 billion in Anthropic, while Anthropic committed to spending $30 billion on Azure. Anthropic also relies on cloud services from Amazon and Google.

Anthropic has had "difficulties with compute," Dario Amodei, the company's co-founder and CEO, said at an event earlier this month.