Anthropic 將 Claude 部署至 Nvidia GB300 Blackwell Ultra 並登上 Azure：深度解析這樁 450 億美元的 AI 聯盟

On June 29, 2026, NVIDIA, Microsoft, and Anthropic announced that Anthropic's Claude models are now generally available in Microsoft Foundry on Azure, running on NVIDIA GB300 Blackwell Ultra GPUs — the first enterprise deployment of Nvidia's latest Blackwell Ultra silicon in a cloud environment and the first deep co-engineering partnership between Nvidia and Anthropic . This marks a major milestone in the strategic alliance formalized in November 2025.

Key Details of the Deployment

• Announcement date: June 29, 2026 .
• Platform: Claude models are available through Microsoft Foundry, Azure's native model catalog, giving enterprises Azure-native controls, simplified procurement, and a production path for building AI agents .
• Infrastructure: Runs on NVIDIA GB300 NVL72 systems with NVIDIA Quantum-X800 InfiniBand networking for high-speed interconnects .
• Models initially offered: Claude Opus 4.8 and Claude Haiku 4.5 (some sources list Haiku 4) .
• Key features enabled: Prompt caching, extended thinking, and support for use cases ranging from coding and agentic workflows to complex reasoning .
• Enterprise agent focus: Customers can deploy autonomous, domain-specific AI agents and sub-agents using Nvidia's "Secure Agentic Workspace Reference Design" on Azure .
• This is noted as the first time Nvidia and Anthropic have entered a deep co-engineering partnership .

Strategic Partnership Timeline & Investment Commitments

November 18, 2025 — The Founding Alliance

On this date, Microsoft, Nvidia, and Anthropic announced a sweeping strategic partnership :

Party	Commitment
Microsoft	Up to $5 billion investment in Anthropic
Nvidia	Up to $10 billion investment in Anthropic — Nvidia's largest known investment in an AI startup
Anthropic	Committed to purchase approximately $30 billion of Azure compute capacity over time, with initially up to 1 gigawatt of dedicated compute capacity

The combined direct investment into Anthropic was reported as up to $15 billion by WSJ and Bloomberg . Anthropic's valuation was reported in the range of $350 billion following the deal . The partnership notably signaled Microsoft diversifying beyond its longstanding OpenAI relationship .

June 29, 2026 — The GB300 Deployment Milestone

This deployment is the first tangible infrastructure deliverable of the November 2025 alliance — bringing Claude from a compute commitment to a live, enterprise-grade service on the latest Nvidia hardware .

Specific Azure Infrastructure Powering the Deployment

• NVIDIA GB300 NVL72 rack systems — the Blackwell Ultra architecture designed for massive AI inference workloads .
• NVIDIA Quantum-X800 InfiniBand networking for low-latency, high-bandwidth GPU-to-GPU communication .
• Hosted on Microsoft Azure infrastructure via the Microsoft Foundry platform .
• Nvidia also announced at Microsoft Build a unified agentic AI stack spanning Windows devices, cloud, and local deployment, with Claude models running natively on Nvidia GPUs within Azure Foundry Agent Service .

Claude's Expansion onto Other Platforms

Snowflake Cortex AI

• June 1, 2026 (Snowflake Summit '26): Snowflake and Anthropic announced a deepened partnership, integrating Claude models directly into Snowflake Cortex AI for governed, production-ready enterprise AI agents .
• December 2025 (initial agreement): The original multi-year partnership brought Claude 3.5 models to Snowflake Cortex AI .
• June 9, 2026: Claude Fable 5 became available on Snowflake Cortex AI as a private preview on launch day .
• Major enterprises including Block, eSentire, Indeed, and Carvana are already deploying Claude within Snowflake's governed data environment .
• The joint investment is reported at $200 million .

Anthropic's Claude Science Workbench

• Announced June 30, 2026 at Anthropic's "The Briefing: AI for Science" event .
• Claude Science is an AI workbench for scientific research — not a new model, but a specialized app that integrates literature search, data analysis, chart/graph creation, manuscript authoring, and compute resource management into a single environment .
• Designed to do for laboratory research what Claude Code did for software engineering .
• Represents Anthropic's expansion into healthcare and life sciences ahead of its anticipated IPO .
• Available as a beta release from Anthropic .

Significance

This deployment is significant because it:

1. Delivers on the largest AI infrastructure partnership in history — the $15B investment / $30B compute pact from November 2025 becomes a live service .
2. Makes Nvidia a direct strategic investor and co-engineer with Anthropic for the first time, beyond just being a GPU supplier .
3. Gives Azure enterprise customers a direct, managed path to Claude with Azure-native security, identity, and governance instead of going through Anthropic's direct API .
4. Runs on the newest Blackwell Ultra silicon — the GB300 NVL72 — purpose-built for next-generation agentic AI workloads .
5. Sits alongside parallel platform expansions (Snowflake Cortex AI, Claude Science) that broaden Claude's enterprise and scientific reach beyond the Microsoft ecosystem .