Anthropic has committed initially to buying up to 1 gigawatt of computing power from Microsoft. That will be deployed using Nvidia’s Grace Blackwell servers, which employ the company’s current, most-advanced AI chips, as well as Nvidia’s Vera Rubin systems, which are set to launch next year.

Amazon Web Services and Microsoft Corp.’s Azure are under investigation by the European Union to determine whether the world’s two biggest cloud platforms should be hit by rules designed to curtail Big Tech’s market power.