Microsoft, in collaboration with Nvidia, has announced a landmark investment of up to $15 billion in artificial intelligence startup Anthropic, a prominent competitor to OpenAI. [2] Under the agreement, Microsoft will invest up to $5 billion, with Nvidia contributing up to $10 billion, significantly boosting Anthropic's valuation to a reported $350 billion. [1, 2, 7] This strategic partnership is designed to accelerate AI development, with Anthropic committing to purchase $30 billion worth of cloud computing capacity from Microsoft's Azure platform. [2, 4] The move signals Microsoft's intent to diversify its AI interests beyond its substantial stake in OpenAI, ensuring it has strong positioning across multiple key players in the rapidly evolving AI landscape. Microsoft CEO Satya Nadella confirmed that while OpenAI remains a critical partner, the companies will increasingly become customers of each other. [2, 8] Following the news, a Morgan Stanley analyst reiterated a bullish "Overweight" rating on Microsoft's stock, viewing the deal as confirmation that the company's growth story is broader than just its involvement with OpenAI. [7] The integration will also see Anthropic's Claude AI models become available to Azure AI Foundry customers and integrated into Microsoft's Copilot products. [4, 8]