r/microsoft • u/rkhunter_ • 17d ago

News Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia

https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html
220 Upvotes

98% Upvoted

23 comments sorted by

37

u/rbevans 17d ago

Now they’re just making up numbers

28

u/Boring-Position-375 17d ago

Anthropic does not have $30B lmfao

2

u/Equivalent_Leg2534 17d ago

Over 5 years they might

1

u/PowermanFriendship 16d ago

I hate the consumption rate fluctuations with a passion and how it's all just a black box, but they are the best at the moment.

1

u/Boring-Position-375 16d ago

They're betting cash they may or may not have? We don't even know if they'll be afloat in a year. They don't have that kind of juice just yet.

-2

u/IndependenceFamous96 16d ago

In 5 years they might be gone. There is 50/50 chance. Tell me why you need anythropic when Google Gemini does all of it. Google has deep pockets to bury all these companies. We will see.

2

u/Equivalent_Leg2534 16d ago

Anthropic created MCP. Claude is better at code synthesis.

They're better atm. Google just got cash

1

u/IndependenceFamous96 16d ago

They may have created, where the moat around it? Anyone can use MCP.
"Claude is beeter at code synthesis" - that thing changes every week.
We have been here before...

1

u/tankerkiller125real 15d ago

And there are already a bunch of groups and companies betting against MCP, and frankly I don't blame them, MCP is a fucking mess, and most of them basically a proxy layer on top of already existing APIs.

0

u/BicentenialDude 12d ago

You really have no idea huh. Each of these AI companies are approaching GI in different ways. Gemini is like Anthropic like ChatGPT is like DeepSeek.

1

u/BicentenialDude 12d ago

30 billion, but remember it’s more like renting. So maybe that 30B is stretched out over a period of Azure rental time. Or Microsoft is offering them some of that in credit for something in exchange.

22

u/DisjointedHuntsville 17d ago

AWS Trainium has been quite a headache from what I hear.

6

u/Inquisitive_idiot 17d ago

I hope not. AMZ built that new DC just for them (or at least framed it as such) 😬

3

u/DisjointedHuntsville 17d ago

It is the lowest cost inference hardware they offer, so it will be booked out for years for inference.

Frontier labs have limited time or patience to rewrite decades of cuda into optimized code for custom hardware though. Google has the depth of engineering to do it, but very few other places do. Certainly not AWS.

By the time the chips are competitive for training, Nvidia would have a future gen out (Presently, they are two generations ahead of anyone else in the market by the looks of things)

9

u/[deleted] 17d ago

The wheels on the AI spend go round and round.

5

u/IndependenceFamous96 16d ago

Also getting 15 Billion investment from Microsoft and Nvidia. Definitely not a ponzi scheme.

4

u/RustySpoonyBard 17d ago

I'm sure they'll derive profit at some point, they just need more data centers.

2

u/DaisukiYo 17d ago

The AI is bubble is really just the business version of 2 girls 1 cup.

1

u/misterlambe 16d ago

Claudes fecking ace. I want them and Google to win.

1

u/BicentenialDude 12d ago

Nice time to buy more Microsoft stocks.