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【お知らせ】PitchBookの「AIのVC投資相関図」にType One Venturesが掲載されました

Anthropic nets $15B from Nvidia and Microsoft as AI bets overlap

The $183B company behind Claude will also commit $30B to use Microsoft’s cloud services.

Microsoft and Nvidia are investing up to $15 billion in a newly announced partnership with OpenAI competitor Anthropic.

It’s the latest deal to further entangle the interests of investors in the three biggest large language model providers.

Microsoft and Nvidia are investors in OpenAI—Anthropic’s top competitor.

According to CNBC reporting, the deal also boosts Anthropic’s valuation to around $350 billion, which would make it the world’s third most valuable VC-backed company. An Anthropic spokesperson declined to comment.

The partnership includes a commitment from Anthropic to purchase $30 billion in Microsoft Azure compute credits and up to a gigawatt of compute capacity powered by Nvidia chips. But the announcement also notes that Amazon, which has invested $8 billion into the company, will remain Anthropic’s primary cloud provider.

The deal highlights how investors in OpenAI, Anthropic and xAI aren’t taking sides over the future of generative AI, with many backing at least two out of the three—or now, in Nvidia’s case, investing in all three.

“This is a dream come true for us,” Nvidia CEO Jensen Huang said in a video released by Anthropic on Tuesday.

Nvidia now joins the likes of Ark Ventures and Fidelity, which have invested in all three LLM providers.

In September, the chipmaker entered into a $100 billion computing partnership with OpenAI. It was reported in October that Nvidia planned to invest $2 billion into xAI and sell its GPUs to the Elon Musk-led company.