The Microsoft, NVIDIA, and Anthropic Partnership: Major Revelations for Global AI Monetization and Business Models
- Dr Frederick Wong
- 6 days ago
- 4 min read
In November 2025, three American technology giants—Microsoft, NVIDIA, and Anthropic—announced a strategic partnership totaling up to $15 billion. This deal not only caused Anthropic's valuation to soar to $350 billion but also marked the entry of the global artificial intelligence industry into a new phase: a closed-loop ecosystem of capital, computing power, and models. This collaboration is not merely a flow of capital but a microcosm of future AI monetization models, offering significant revelations for the development and business models of globalized artificial intelligence.
I. Core Structure of the Partnership
Investment Amount: Microsoft committed to investing up to $5 billion, and NVIDIA up to $10 billion.
Compute Commitment: Anthropic committed to purchasing $30 billion worth of Azure compute power and additionally signed on for up to 1 gigawatt of computing power.
Technical Support: NVIDIA will provide its latest GPU architectures (Grace Blackwell, Vera Rubin) to support the operation of the Claude models.
Commercialization and Go-to-Market: Microsoft Azure AI Foundry will integrate the Claude models, allowing enterprise customers to directly use versions such as Claude Sonnet, Opus, and Haiku.
This partnership forms a tight closed loop:
Microsoft provides cloud computing power and the platform.
NVIDIA provides hardware and technical support.
Anthropic focuses on the research, development, and commercialization of large models.
The capital investment is directly converted into the consumption of computing power and hardware, creating an "Investment-Consumption-Reinvestment" cycle.
II. Directions for AI Monetization
This collaboration reveals several primary directions for future AI monetization:
Compute-as-a-Service Microsoft offers AI computing power through Azure, with enterprises paying on demand. Revenue sources include long-term subscriptions, compute rentals, and enterprise-level AI platform integration.
Hardware-Driven Profitability (GPU Ecosystem) NVIDIA's role is to ensure the Claude models are deeply integrated with its GPU architecture. Revenue sources include GPU sales, AI-specialized servers, and the expansion of its partner ecosystem.
Model Commercialization (LLM-as-a-Service) Anthropic's Claude models will be available on all three major cloud platforms, allowing enterprises to connect directly. Revenue sources include API fees, customized models for enterprises, and industry-specific solutions.
III. Development Trends in Global Artificial Intelligence
With the emergence of this closed-loop model, global AI development will exhibit the following trends:
Cross-Platform Integration: The Claude model becomes the only frontier LLM available on all three major cloud platforms.
Capital-Driven Innovation: Massive investments ensure the R&D of models and the supply of computing power, forming a self-reinforcing ecosystem.
Diversification of Business Models: AI profitability will not only come from the technology itself but also from applications in scenarios like smart cities, financial retail, healthcare and education, and cross-border e-commerce.
Bubble Risk Warning: Investors are concerned that the closed-loop investment model could exacerbate an AI bubble, and the market must be wary of excessive capital concentration.
IV. Major Revelations: Why These Three U.S. Companies?
Microsoft's RoleAs one of the world's largest cloud service providers, Microsoft's Azure is the core platform for deploying AI models. Microsoft must ensure its cloud ecosystem contains the most advanced models to compete with AWS and Google Cloud. This is also why Microsoft "cannot abandon" its investment in AI: AI is the growth engine for its cloud business.
NVIDIA's RoleNVIDIA is the undisputed global leader in GPU computing power. Without NVIDIA's hardware, no large model can operate efficiently. This is why "NVIDIA's presence is essential": it is the cornerstone of computing power. Whether it's OpenAI, Anthropic, or other AI companies, all must rely on NVIDIA's GPUs.
Anthropic's RoleAs an emerging large model company, Anthropic's Claude series has already become a major competitor to OpenAI. Its value lies in providing diverse model options, preventing the market from being monopolized by a single supplier. Microsoft and NVIDIA's investment in Anthropic is not just a capital partnership but also a strategic balancing act.
V. Why Can't Microsoft Afford to Lose NVIDIA?
Although Microsoft has a powerful advantage in cloud computing, it is not a leader in the hardware domain. NVIDIA's GPUs are the core of AI computing power. If Microsoft wants to ensure Azure can support the most advanced models, it must maintain a close partnership with NVIDIA.
Furthermore, NVIDIA's status is not just about hardware but also its ecosystem: the CUDA platform, GPU software toolchains, and AI-specialized servers are all irreplaceable. Microsoft "cannot afford to lose" NVIDIA because it clearly understands that without NVIDIA, the Azure AI ecosystem loses its foundation of computing power.
VI. Conclusion and Outlook
The partnership between Microsoft, NVIDIA, and Anthropic demonstrates a closed-loop model for AI monetization: capital, computing power, and models are mutually bound, forming a self-reinforcing ecosystem. For the world, future AI profitability will not only come from the technology itself but also from diverse scenarios such as smart cities, financial retail, healthcare and education, and cross-border e-commerce.
The major revelations are:
Why these three U.S. companies? Because they respectively control the three core pillars: cloud platforms, computing hardware, and model development.
Why is NVIDIA's presence essential? Because it is the global cornerstone of computing power; without it, AI is difficult to implement.
Why can't Microsoft afford to lose it? Because NVIDIA's hardware and ecosystem are necessary conditions for the success of Azure AI.
FOFA believes that in the future, global AI development will find stable sources of profit in these scenarios and gradually form a cross-border, cross-platform artificial intelligence ecosystem.
References:
Disclaimer : The content of this webpage is not an investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product.
Comments