On November 18, 2025, Microsoft, NVIDIA, and Anthropic announced a sweeping set of strategic partnerships. Anthropic will scale its Claude AI models on Microsoft Azure, powered by NVIDIA hardware, with a $30 billion Azure compute commitment and up to one gigawatt of contracted capacity. Microsoft and NVIDIA are investing up to $5 billion and $10 billion respectively in Anthropic, and Anthropic models will be deeply integrated into Azure and Microsoft Copilot products. This news coincides with Microsoft Ignite 2025, where Microsoft also unveiled major Copilot and AI agent upgrades for enterprise customers. Despite these significant announcements, MSFT closed at $493.79 (-2.70%) on November 18, 2025, underperforming broader tech indices, likely reflecting cautious market sentiment ahead of Nvidia's earnings and a risk-off tone in tech stocks.