It was revealed on Thursday that Microsoft is in negotiations to provide Anthropic with its bespoke AI chips. Similar to Alphabet Inc.’s Google and Amazon.com Inc., Microsoft has been creating chips to lessen its dependency on semiconductors from Nvidia Corp.
According to persons acquainted with the situation, the technology news site stated on Thursday that Anthropic would have an alternative method of operating its Claude models thanks to the company’s Maia processors.
Microsoft, which lags behind cloud competitors Amazon and Google in providing customers with special-purpose AI chips, might benefit from a partnership. Although it hasn’t yet been made accessible via its Azure cloud, Microsoft revealed its second-generation Maia AI chip in January. The Maia 200 processor will run OpenAI’s GPT-5.2 model, according to the company.
According to a person acquainted with the arrangement who wished to remain anonymous in order to discuss internal issues, Anthropic has not yet reached a contract with Microsoft about the use of the Maia. The talks earlier on Thursday were covered by The Information.
Microsoft’s stock saw no movement. Microsoft said in November that it would invest $5 billion in Anthropic, while Anthropic promised to spend $30 billion on Azure. Additionally, Anthropic depends on Google and Amazon cloud services.
Anthropic’s CEO and co-founder, Dario Amodei, stated during an event earlier this month that the company has experienced “difficulties with compute.”
This year, the popularity of its Claude assistant and Claude Code tool for AI-assisted programming has increased, making Anthropic’s demand for processing power even more urgent.
SpaceX revealed on Wednesday that Anthropic will pay $1.25 billion a month for processing power through May 2029. In the past, Anthropic has mostly relied on Nvidia graphics processing units for the training and operation of generative AI models.
Anthropic said in April that it would use special Trainium chips from Amazon Web Services in a ten-year deal valued at over $100 billion. In October, Anthropic declared its intention to employ Google’s Tensor Processing Unit processors.
Anthropic chose not to respond. A request for comment was not immediately answered by Microsoft. During the company’s April earnings call, CEO Satya Nadella stated that Microsoft’s Maia 200 “offers over 30% improved tokens per dollar, compared to the latest silicon in our fleet.”
According to him, the chips are currently operating in Microsoft data centers located in Iowa and Arizona.
