On November 10, 2026, The Information reported that Anthropic had disclosed more than $10 billion in new deals with Microsoft and Google. The same report said Anthropic’s agreement with Lambda might be canceled. Microsoft and Google were named as separate counterparties to Anthropic.
A purchase of computing capacity and a plan to invest in a company are different transactions.
The earlier Azure arrangement
In a separate report published November 18, 2025, MarketWatch said Anthropic had agreed to buy $30 billion in computing capacity from Microsoft Azure. MarketWatch also reported separate investment plans: up to $5 billion from Microsoft and up to $10 billion from Nvidia. The purchase and investment plans describe different transactions from the newer deals.
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