# Microsoft Azure
Latest news and articles about Microsoft Azure
Total: 2 articles found
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.