Microsoft’s Commercial Strategy: CEO on Anthropic & Nvidia Deals

The race to build powerful AI systems changed sharply in March 2024, when Microsoft added Anthropic’s Claude models to its Azure AI catalog. This move signaled a shift in how Microsoft wants to shape the future of AI. At the same time, Microsoft deepened its work with Nvidia during GTC 2024, pushing for faster and more efficient AI computing. These facts show a clear trend. Microsoft is not only buying access to strong AI models. It is building an entire ecosystem around them.