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.
