On November 18, 2025, Microsoft announced expanded strategic partnerships with Anthropic and NVIDIA, including up to $5 billion investment in Anthropic and Anthropic’s $30 billion commitment to Azure compute capacity. These deals position Microsoft as the only cloud provider offering both Claude and GPT frontier models, with expanded access to Claude across Microsoft’s Copilot family and Azure platform[2][1]. At Ignite 2025, Microsoft also unveiled major AI product updates, including new agentic features for Windows 11, expanded Copilot capabilities, and previews for advanced AI tools in Azure and Office applications[1][3][4]. These announcements reinforce Microsoft’s leadership in enterprise AI and cloud services, but the stock price closed at $493.05 (-2.85%) in after-hours trading, suggesting investor caution despite the news. No direct price movement reasons were cited in news coverage, but the scale and ambition of these announcements are likely to be closely watched by investors and analysts.