Microsoft, Nvidia, Anthropic strike yet another ‘circular’ AI deal amid fears of a bubble

Microsoft Corp. and Nvidia Corp. plan to invest in Anthropic AI under a new tie-up that requires the Claude maker to use Microsoft Azure, in yet another high-profile AI deal amid fears of a bubble.

According to the Microsoft-Nvidia-Anthropic deal, Nvidia and Microsoft will invest $10 billion and $5 billion, respectively, in Anthropic which in turn will buy $30-billion worth of Azure compute capacity, according to a statement on Tuesday. Separately, Nvidia and Anthropic will establish “deep technology partnership” that includes collaboration on design and engineering.

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