Anthropic’s Claude models now run on Nvidia GB300 Blackwell Ultra systems via Microsoft Azure
A $45 billion partnership between Microsoft, Nvidia, and Anthropic reshapes the AI infrastructure landscape with implications for cloud computing investors
Anthropic’s Claude AI models are now running natively on Nvidia’s GB300 Blackwell Ultra systems through Microsoft Azure. The deployment marks the culmination of a partnership announced in November 2025 that involved $15 billion in combined investments into Anthropic and a staggering $30 billion compute commitment.
The numbers behind the deal
Microsoft is investing up to $5 billion in Anthropic. Nvidia is putting up an even larger chunk, committing up to $10 billion. Together, those investments pushed Anthropic’s valuation to an estimated $350 billion.
Anthropic pledged to purchase $30 billion in Azure compute capacity. On top of that, the company committed to utilizing up to 1 gigawatt of computing power from Nvidia’s Grace Blackwell and Vera Rubin systems.
The hardware itself is delivering results that justify the price tag. Azure’s ND GB300 v6 virtual machines set a new benchmark during testing, achieving inference throughput exceeding 1.1 million tokens per second per rack.
Why cloud coverage matters
Claude is now accessible across all three major cloud providers: AWS, Azure, and Google Cloud. Having native presence on each one eliminates a major barrier for potential customers who happen to run their infrastructure on a non-Amazon platform.
The competitive dynamics here are worth watching. Google Cloud hosts Claude as well, despite Google having its own Gemini models. Microsoft has its deep partnership with OpenAI. And AWS has its investment in Anthropic too. Every major cloud provider is now simultaneously a partner and a competitor in the AI model space.
The infrastructure arms race and what investors should watch
By investing $10 billion in Anthropic while simultaneously supplying the GPU infrastructure that Anthropic runs on, Nvidia has created a flywheel. More investment means more compute purchases, which means more Nvidia hardware deployed, which generates more revenue, which funds more investments.
Anthropic’s commitment to up to 1 gigawatt of computing power puts it in the same conversation as data center operators and energy companies, not just software firms.