Cloud infra deal: Microsoft partners with Anthropic and Nvidia; $45 billion cloud deal to reshape AI infrastructure

Microsoft has forged a significant cloud infrastructure partnership with AI firm Anthropic and chipmaker Nvidia, signaling a shift away from exclusive reliance on OpenAI. Anthropic will purchase $30 billion in computing capacity from Microsoft Azure, with Nvidia investing up to $10 billion and Microsoft up to $5 billion in Anthropic.