On November 18, 2025, Microsoft, Nvidia, and Anthropic announced new strategic partnerships, including Anthropic committing to purchase $30 billion in Azure compute capacity and Microsoft investing up to $5 billion in Anthropic. The deal will expand the availability of Anthropic’s Claude AI models on Microsoft Azure, giving Azure customers broader access to advanced AI capabilities and strengthening Microsoft’s position in enterprise AI. The announcement coincided with a sharp decline in Microsoft’s stock price: MSFT closed at $493.79 on November 18, 2025, down 2.70%. While the partnership is strategically significant, the negative price reaction suggests investor concerns about the scale of capital commitments or broader market sentiment, as no other major company-specific news was reported.