microsoft on Tuesday, announced a new strategic partnership with. Nvidia And artificial intelligence startup Anthropic is the latest sign that the company is working to reduce its reliance on OpenAI.
As part of the deal, Microsoft will invest $5 billion in Anthropic and Nvidia will invest $10 billion in the startup. Anthropic has committed to buy Azure computing capacity from Microsoft for $30 billion and has signed up to 1 gigawatt of additional computing capacity, according to a blog post.
“This is a dream come true for us,” Nvidia CEO Jensen Huang said in a video Tuesday. “As you know, we have long admired Antropic and Dario’s work, but this is the first time we are partnering deeply with Antropic to accelerate Claude.”
Nvidia and Anthropic are collaborating for the first time to “support Anthropic’s future growth,” the blog post states. The companies will collaborate on engineering and design to optimize Anthropic’s models for performance and efficiency, and to optimize the Nvidia architecture for Anthropic’s specific workloads.
The companies said Anthropic’s computing commitment will initially amount to up to 1 gigawatt of computing capacity using Nvidia’s Vera Rubin and Grace Blackwell systems.
Microsoft has invested billions of dollars in Anthropic rival OpenAI and backed the company in 2019. OpenAI was founded in 2015 as a non-profit research organization, but has become one of the fastest growing commercial organizations on the planet in recent years following the launch of its ChatGPT chatbot.
OpenAI completed its recapitalization last month, and Microsoft officially announced its partnership with the startup. Microsoft owns a stake in OpenAI’s commercial business, valued at $135 billion, or about 27% of the company on a diluted basis.
Anthropic was founded in 2021 by former OpenAI research executives, including CEO Dario Amodei. Anthropic is best known for developing a large family of language models called Claude.
“As an industry, we need to rise above any type of zero-sum narrative or winner-take-all hype,” Microsoft CEO Satya Nadella said in a video. “What is needed now is a herculean effort to collectively build broad and durable capabilities so that this technology can deliver real, tangible local success for every country, every sector, and every customer. This opportunity is too great to approach any other way.”
Nvidia is scheduled to report third-quarter results on Wednesday.
