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Nvidia's Partnership with Anthropic: A Key Milestone Towards the Next Trillion-Dollar Mark
ByAinvest
Thursday, Dec 4, 2025 3:15 pm ET1min read
Anthropic has signed a multibillion-dollar deal with Microsoft and Nvidia, committing to purchase $30 billion of computing capacity from Azure and investing up to $10 billion in Nvidia. Anthropic's Claude LLM competes with OpenAI's ChatGPT and will use Nvidia's current GPUs and upcoming Rubin chips. This deal reduces Nvidia's reliance on hyperscalers and provides revenue visibility and customer lock-in, potentially pushing Nvidia toward its next trillion-dollar milestone.
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