Public transcript

Anthropic, Microsoft, and NVIDIA Announce Partnerships

By: Microsoft
Length: 10 min
Language: English
Text from: the video's captions
Transcribed: 12 October 2026

Read the full transcript Open on YouTube

Notes in English.

Summary

Satya Nadella, Dario Amodei, and Jensen Huang announce a set of partnerships between Microsoft, Anthropic, and NVIDIA. Microsoft Foundry customers will get access to Claude models, Anthropic commits to Azure capacity, and NVIDIA and Anthropic establish a compute partnership of up to a gigawatt, starting with Blackwell and moving to Vera Rubin. The speakers frame the deal around model choice, enterprise go-to-market, and moving beyond zero-sum narratives in AI.

Key points

Microsoft Foundry customers will be able to access Anthropic's Claude models.
Claude access continues across the Microsoft Copilot family.
Anthropic is committing to Azure capacity for training, Microsoft first-party products, and joint selling.
NVIDIA and Anthropic announce up to a gigawatt of capacity, co-optimizing models starting with Blackwell and then Vera Rubin.
Anthropic will be the first model available on all three of the biggest clouds.
Jensen Huang highlights Anthropic's AI safety work, Claude Code, and MCP as key contributions.
The OpenAI partnership remains critical for Microsoft and provides more innovation and choice.
Jensen describes three scaling laws: pre-training, post-training, and inference time scaling.

Questions it answers

00:00Microsoft's announcement

What are the key elements of the Microsoft-Anthropic-NVIDIA announcement?

Satya Nadella outlines four things: Claude models coming to Microsoft Foundry, continued Claude access across the Copilot family, Anthropic committing to Azure capacity, and a new NVIDIA-Anthropic partnership for Anthropic's future growth.

Microsoft Foundry customers will be able to access Anthropic's Claude models.
Anthropic is committing to Azure capacity.
The OpenAI partnership remains critical for Microsoft.

01:24Anthropic's perspective

What does the partnership mean for Anthropic?

Dario Amodei says Anthropic will be the first model available on all three biggest clouds, gains Azure capacity for training and first-party Microsoft products, and will partner with NVIDIA on up to a gigawatt of capacity, co-optimizing models starting with Blackwell and then Vera Rubin.

Anthropic will be the first model available on all three of the biggest clouds.
Anthropic and NVIDIA will co-optimize models starting with Blackwell, then Vera Rubin.
Up to a gigawatt of capacity is being announced.

03:45NVIDIA's perspective

Why is NVIDIA excited about partnering with Anthropic?

Jensen Huang says this is the first time NVIDIA will deeply partner with Anthropic to accelerate Claude, praising its AI safety work, Claude Code, and MCP. He hopes for an order of magnitude speedup with Grace Blackwell and NVLink to drive down token economics.

This is NVIDIA's first deep partnership with Anthropic to accelerate Claude.
Jensen highlights Claude Code and MCP as revolutionary contributions.
He hopes for an order of magnitude speedup on Grace Blackwell with NVLink.

06:20Enterprise reach

How will the partnership reach enterprise customers?

Jensen emphasizes that enterprise go-to-market takes decades to build, and combining Microsoft's enterprise reach with NVIDIA's presence in every enterprise means the three companies can bring Claude to every enterprise and industry worldwide.

Microsoft has the world's best enterprise go-to-market, per Jensen.
NVIDIA's computing is in every enterprise in every country.
The three-way partnership aims to bring Claude to every enterprise and industry.

07:57Closing thoughts

What final thoughts do the speakers share?

Satya calls for moving beyond zero-sum, winner-take-all narratives and building broad, durable capabilities together. Dario wants to use a large number of chips to serve enterprise customers with the fastest, cheapest models, and Jensen describes three simultaneous scaling laws driving exponentially increasing compute demand.

Jensen cites three scaling laws: pre-training, post-training, and inference time scaling.
More cost-effective compute means smarter AI and more adoption.
Demand for Azure compute and GPUs is exponentially increasing.

Notes

Announcement Overview

Satya Nadella, Dario Amodei, and Jensen Huang announce partnerships between Microsoft, Anthropic, and NVIDIA.
Four key elements: Claude models available to Microsoft Foundry customers; continued Claude access across the Copilot family; Anthropic committing to Azure capacity; and a new NVIDIA-Anthropic partnership for Anthropic's future growth.
Satya stresses this builds on the OpenAI partnership, which remains critical, and is about infrastructure, model choice, and applications.

Anthropic's Perspective

Dario says both companies believe in choice; Anthropic will be the first model available on all three of the biggest clouds.
Anthropic gains capacity to train models, support Microsoft first-party products, and sell together.
NVIDIA-Anthropic partnership: up to a gigawatt of capacity, co-optimizing models starting with Blackwell and moving to Vera Rubin.

NVIDIA's Perspective

Jensen calls it a dream come true — the first deep partnership with Anthropic to accelerate Claude.
He praises Anthropic's seminal AI safety work, Claude Code (loved by NVIDIA engineers for refactoring code), and MCP (Model Context Protocol), which revolutionized the agentic AI landscape.
He hopes for an order of magnitude speedup on Grace Blackwell with NVLink, driving down token economics.

Enterprise Go-to-Market

Jensen: Microsoft has the world's best enterprise go-to-market; enterprise and industrial AI is the next giant frontier.
NVIDIA's computing is in every enterprise in every country; together the three can bring Claude to every enterprise and industry.

Closing Themes

Satya: the industry must move beyond zero-sum, winner-take-all narratives and build broad, durable capabilities.
Jensen: three scaling laws — pre-training, post-training, and inference time (test time) scaling — drive exponentially increasing compute demand.
Dario: use a large number of chips to serve mutual enterprise customers with the smartest, fastest models at the lowest cost.

Text from the video's own captions. Summary and notes written by AI from the transcript, so check anything important against the recording.