WEBVTT 00:00:00.430 --> 00:00:03.417 Super excited to be here with Dario and Jensen. 00:00:03.500 --> 00:00:06.187 What both of you are doing - NVIDIA at the silicon layer 00:00:06.270 --> 00:00:10.557 and Anthropic at the cognition layer is shaping what every developer 00:00:10.640 --> 00:00:14.497 and every organization will be able to build on going forward. 00:00:14.580 --> 00:00:18.507 On our side, we have been scaling NVIDIA across this fungible Azure fleet 00:00:18.590 --> 00:00:20.737 at the speed of light. Something that Jensen's been 00:00:20.820 --> 00:00:25.107 talking to me about for multiple years now, and we're continuing to set pace, 00:00:25.190 --> 00:00:28.617 including with the AI superfactory we announced just last week. 00:00:28.700 --> 00:00:31.477 And we have been deepening our partnership with Anthropic as well, 00:00:31.560 --> 00:00:35.117 incorporating their models across the entire Copilot family. 00:00:35.200 --> 00:00:39.357 And today, I'm excited to share that we are taking another step. 00:00:39.440 --> 00:00:41.957 We are increasingly going to be customers of each other. 00:00:42.040 --> 00:00:45.367 We will use Anthropic models. They will use our infrastructure 00:00:45.450 --> 00:00:49.967 and we'll go to market together to help our customers realize the value of AI. 00:00:50.050 --> 00:00:53.867 This announcement encompasses four key things: 00:00:53.950 --> 00:00:58.207 First, customers of Microsoft Foundry will be able to access 00:00:58.290 --> 00:01:02.117 Anthropic's Claude models. Second, we are continuing access 00:01:02.200 --> 00:01:04.777 for Claude across our Copilot family. 00:01:04.860 --> 00:01:08.087 Third, Anthropic is committing to Azure capacity. 00:01:08.170 --> 00:01:12.027 And finally, NVIDIA and Anthropic are also establishing a partnership 00:01:12.110 --> 00:01:14.387 to support Anthropic's future growth. 00:01:14.470 --> 00:01:17.997 For us, this is all about deepening our commitment to bringing 00:01:18.080 --> 00:01:22.467 the best infrastructure, model choice, and applications to our customers. 00:01:22.550 --> 00:01:26.337 And of course, this all builds on the partnership we have with OpenAI, 00:01:26.420 --> 00:01:29.807 which remains a critical partner for Microsoft and OpenAI 00:01:29.890 --> 00:01:33.147 and our customers and provides more innovation and choice. 00:01:33.230 --> 00:01:36.517 With that, Dario, why don't you tell us a little more about 00:01:36.600 --> 00:01:38.977 what this partnership means to Anthropic? 00:01:39.060 --> 00:01:43.257 Yes, in terms of Microsoft, I think, as you mentioned, Satya, 00:01:43.340 --> 00:01:47.527 both of us believe in choice. And we're excited to bring our models 00:01:47.610 --> 00:01:51.397 as a choice to Microsoft Azure. 00:01:51.480 --> 00:01:55.397 And Anthropic will be the first model that is available 00:01:55.480 --> 00:01:59.137 on all three of the biggest clouds. 00:01:59.220 --> 00:02:06.047 Second, Microsoft has a reputation as a strong enterprise company, 00:02:06.130 --> 00:02:09.847 and Anthropic does as well. So we have the opportunity to work together, 00:02:09.930 --> 00:02:14.487 to go to market together and to provide intelligence to the world together. 00:02:14.570 --> 00:02:18.687 And we're excited to accelerate the diffusion of this technology 00:02:18.770 --> 00:02:22.057 as the technology continues to improve. 00:02:22.140 --> 00:02:27.527 And finally, we're very excited to get additional capacity, 00:02:27.610 --> 00:02:32.367 that we can use both to train our models to support Microsoft first-party products 00:02:32.450 --> 00:02:36.507 and to sell together. And that brings me to the NVIDIA part of it. 00:02:36.590 --> 00:02:42.677 We are very excited to add substantial support and substantial use 00:02:42.760 --> 00:02:46.417 of NVIDIA's accelerators for use by Anthropic. 00:02:46.500 --> 00:02:51.057 NVIDIA has led the way in this field in many ways, has helped make 00:02:51.140 --> 00:02:55.157 this entire AI boom possible. We think this is going to be the beginning, 00:02:55.240 --> 00:02:57.897 just the beginning of a very long partnership. 00:02:57.980 --> 00:03:02.667 We are excited to work together to co-optimize models together, 00:03:02.750 --> 00:03:06.267 starting with Blackwell and then moving on to Vera Rubin. 00:03:06.350 --> 00:03:09.877 We're excited to announce up to a gigawatt of capacity. 00:03:09.960 --> 00:03:12.847 And that's just for now. That's just where we're starting. 00:03:12.930 --> 00:03:17.177 And so, we're very excited to continue that, to continue the co-optimization 00:03:17.260 --> 00:03:21.247 to further build out NVIDIA's already incredible ecosystem. 00:03:21.330 --> 00:03:23.357 That's fantastic. Well said, Dario. 00:03:23.440 --> 00:03:26.227 And one of our core beliefs is that you can't make progress 00:03:26.310 --> 00:03:28.597 just in one layer of the stack. 00:03:28.680 --> 00:03:33.927 You have to advance every layer - silicon, systems, models, applications, 00:03:34.010 --> 00:03:38.297 while optimizing effectively for all the things that customers care about, 00:03:38.380 --> 00:03:43.937 COGS, latency, performance. And one of the things that we are also establishing today 00:03:44.020 --> 00:03:47.707 is this new partnership, as you described, between NVIDIA and Anthropic. 00:03:47.790 --> 00:03:52.160 So Jensen, maybe you should talk a little bit about what you all are excited about. 00:03:52.730 --> 00:03:57.357 Thanks, Satya. You know, NVIDIA's DNA is to build the most advanced 00:03:57.440 --> 00:04:03.197 computing systems in the world and to accelerate the most challenging workloads 00:04:03.280 --> 00:04:07.067 in the world on the most important platforms in the world. 00:04:07.150 --> 00:04:12.467 And this conference call right here embodies that very thing. 00:04:12.550 --> 00:04:14.837 This is a dream come true for us. 00:04:14.920 --> 00:04:20.007 We've admired the work of Anthropic and Dario for a long time, 00:04:20.090 --> 00:04:23.617 and this is the first time we are going to deeply partner 00:04:23.700 --> 00:04:27.187 with Anthropic to accelerate Claude. 00:04:27.270 --> 00:04:29.787 I can't wait to go accelerate Claude. 00:04:29.870 --> 00:04:35.827 The work that Anthropic has done, the seminal work in AI safety, 00:04:35.910 --> 00:04:42.127 the advances of Claude code, the engineers of NVIDIA love Claude code. 00:04:42.210 --> 00:04:46.267 The fact that you can go and literally refactor your code for you, 00:04:46.350 --> 00:04:48.367 I mean, it's pretty an amazing thing. 00:04:48.450 --> 00:04:54.407 And the work on MCP, the Model Context Protocol, 00:04:54.490 --> 00:04:58.400 has completely revolutionized the agentic AI landscape. 00:04:58.670 --> 00:05:03.587 And so the contributions of Anthropic, the advanced research that is done there, 00:05:03.670 --> 00:05:09.257 the incredible researchers, the incredible infrastructure team 00:05:09.340 --> 00:05:12.297 that works at Anthropic, that makes it possible for you to scale up 00:05:12.380 --> 00:05:15.627 to what you have already done, is really quite phenomenal. 00:05:15.710 --> 00:05:20.037 And now your business is on a rocket ship. 00:05:20.120 --> 00:05:23.437 It's just scaling so incredibly. 00:05:23.520 --> 00:05:29.277 And so, I can't wait to go accelerate Claude and Grace Blackwell with NVLink. 00:05:29.360 --> 00:05:33.017 I'm really, really hoping for an order of magnitude speed up, 00:05:33.100 --> 00:05:37.957 and that's going to help you scale even faster, drive down token economics, 00:05:38.040 --> 00:05:42.297 and really make it possible for us to spread AI everywhere. 00:05:42.380 --> 00:05:45.227 And so I'm really, really super excited about that. 00:05:45.310 --> 00:05:49.597 Now, the work that we've done with Microsoft over the years, Satya, 00:05:49.680 --> 00:05:54.507 it's broad and deep. I mean, it's incredible all the things that we do, 00:05:54.590 --> 00:05:59.347 the work that we've done to left, shift, shift left, all of our engineering 00:05:59.430 --> 00:06:04.677 so that at the moment we have new technology, it appears on Azure. 00:06:04.760 --> 00:06:11.187 Notice the scale that we've now already achieved with Grace Blackwell 200 and 300, 00:06:11.270 --> 00:06:15.927 the number of systems that are already out there helping researchers 00:06:16.010 --> 00:06:20.697 pioneer the next frontier in AI, really fantastic work there. 00:06:20.780 --> 00:06:25.607 But we do everything from data processing, to search, to image recognition, 00:06:25.690 --> 00:06:29.907 to fraud detection, to all kinds of stuff that we're doing, 00:06:29.990 --> 00:06:35.307 from classical computing, to classical ML, 00:06:35.390 --> 00:06:38.017 to generative AI, to agentic AI. 00:06:38.100 --> 00:06:42.117 The work that we're doing just spans the entire range of technology. 00:06:42.200 --> 00:06:47.327 But what's really incredible is, of course, Microsoft has the world's best 00:06:47.410 --> 00:06:51.927 enterprise go-to-market. This is the next giant frontier - 00:06:52.010 --> 00:06:55.667 enterprise and industrial AI. That's where, as you know, 00:06:55.750 --> 00:06:59.497 the vast majority of world's economics economy is. 00:06:59.580 --> 00:07:04.907 And in order for us to get to every single enterprise, the enterprise go-to-market 00:07:04.990 --> 00:07:09.747 takes decades to build up. It's not one of those things, 00:07:09.830 --> 00:07:12.617 that just because you put it on the cloud, you're going to be able 00:07:12.700 --> 00:07:14.347 to serve the world's enterprise. 00:07:14.430 --> 00:07:16.587 The enterprise go-to-market is very complicated. 00:07:16.670 --> 00:07:22.127 And this is where the two of us have such great harmony because NVIDIA's computing 00:07:22.210 --> 00:07:27.427 is in every enterprise. And we're in every enterprise in every single country. 00:07:27.510 --> 00:07:31.997 Now, this partnership of the three of us will be able to bring AI, 00:07:32.080 --> 00:07:35.607 bring Claude to every enterprise, to every industry around the world. 00:07:35.690 --> 00:07:37.807 And so this is a really exciting time. 00:07:37.890 --> 00:07:42.307 I'll close with this - as an industry, we really need to move beyond 00:07:42.390 --> 00:07:46.287 any type of zero-sum narrative or winner-take-all hype. 00:07:46.370 --> 00:07:49.687 What's required now is the hard work of building 00:07:49.770 --> 00:07:54.627 broad, durable capabilities together so that this technology can deliver 00:07:54.710 --> 00:08:00.927 real, tangible, local success for every country, every sector, and every customer. 00:08:01.010 --> 00:08:04.137 The opportunity is simply too big to approach any other way. 00:08:04.220 --> 00:08:06.767 Jensen and Dario, any last thoughts on this? 00:08:06.850 --> 00:08:11.777 I'm just excited to, you know, take a large number of chips and use it to serve 00:08:11.860 --> 00:08:15.717 our mutual enterprise customers together to make the smartest models, 00:08:15.800 --> 00:08:18.787 the models that run the fastest, for the lowest possible cost. 00:08:18.870 --> 00:08:25.057 Jensen? You know, I think the world is just barely realizing where we are 00:08:25.140 --> 00:08:29.627 in the AI journey. You know, we're seeing three scaling laws 00:08:29.710 --> 00:08:34.997 happening at the same time. Pre-training is scaling incredibly well still. 00:08:35.080 --> 00:08:39.037 Post-training, the more compute you give it, the smarter the AI. 00:08:39.120 --> 00:08:42.607 And then of course, inference time scaling, test time scaling, 00:08:42.690 --> 00:08:46.337 the more the AI thinks, the higher the quality of answer. 00:08:46.420 --> 00:08:50.747 And so we're now at a point with AI where it is very clear that 00:08:50.830 --> 00:08:55.287 the more compute we give it, the more cost-effective compute we give it, 00:08:55.370 --> 00:08:59.827 the smarter the tokens, the smarter the AI is going to be. 00:08:59.910 --> 00:09:05.427 And the smarter the AI, the more adoption, both in the new applications 00:09:05.510 --> 00:09:08.267 that integrate these AI APIs 00:09:08.350 --> 00:09:12.597 and how more frequently you use it. 00:09:12.680 --> 00:09:17.707 And so the quality of these AI models now have really reached an inflection point. 00:09:17.790 --> 00:09:24.047 And so we've got these two simultaneous, exponentially increasing compute demand, 00:09:24.130 --> 00:09:27.947 and I guess the thing that's really great is they're going to need 00:09:28.030 --> 00:09:32.917 a lot more Azure compute resources, and they're going to need a lot more GPUs. 00:09:33.000 --> 00:09:38.757 And we're just delighted to partner with you, Dario, to bring AI to the world. 00:09:38.840 --> 00:09:42.297 Absolutely. Thank you so much Dario and Jensen. 00:09:42.380 --> 00:09:45.067 I'm really looking forward to everything we're going to build together, 00:09:45.150 --> 00:09:49.237 and more importantly, how customers can benefit from all this innovation, 00:09:49.320 --> 00:09:52.437 and really thrive with their business and their outcomes. 00:09:52.520 --> 00:09:54.447 So thank you all for joining today. 00:09:54.530 --> 00:09:56.000 Thank you.