Anthropic is negotiating to use Microsoft's custom AI chips for inference, adding to a $30B Azure commitment and diversifying beyond NVIDIA hardware.

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…

Anthropic is paying xAI $1.2 billion per month for compute at the Colossus 1 data center through May 2029, accessing over 220,000 Nvidia GPUs.