Microsoft, Nvidia, and Anthropic announced a sweeping collaboration that will reshape the AI infrastructure landscape to create an AI super alliance. Anthropic will scale its Claude AI models on Microsoft Azure, powered by Nvidia’s cutting-edge GPU systems. The deal includes Anthropic committing up to $30 billion in Azure compute capacity and one gigawatt of GPU power using Nvidia’s Grace Blackwell and Vera Rubin architectures.
For Microsoft, the partnership strengthens Azure’s position as the go-to cloud for frontier AI models. It will expand access to Claude across enterprise customers and embed it into the Copilot ecosystem. On the other hand, Nvidia will gain from the deep technology partnership with Anthropic, ensuring its future architectures are optimized for Claude’s workloads. Anthropic has also managed to get $10 billion from Nvidia and $5 billion from Microsoft to accelerate growth.
This deal builds on Nvidia’s broader strategy of partnering with developers of large language models. The company has teamed up with Amazon, Google, and Oracle to streamline AI deployment through its NIM microservices and Triton inference servers. Nvidia has also invested in startups like Lambda, which raised $480 million to boost LLM innovation and cloud platforms. Such deals only go to show Nvidia’s ambition to dominate the AI infrastructure market by embedding its GPUs and software stack across every major player.
Options data signals historic swing
Nvidia’s upcoming Q3 earnings, scheduled for November 19, 2025, are being dubbed the ‘Super Bowl of the stock market.’ Analysts expect revenue of $54.9 billion, up 56% (YoY), driven by relentless AI demand. But what is unfolding in the options market is even more interesting. Traders are pricing in a 7–8% move; this could result in at least $320 billion in market value. If so, it will be the largest post-earnings swing ever for any company.