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Microsoft may boost Azure revenue by $43B by 2030 through AI partnership with Anthropic, rival to OpenAI.

Market News
27 May 2026
Market Watch
View Source
Bullish
pluang ai news

Microsoft, known for its $13 billion investment in OpenAI since 2019, is now also investing up to $5 billion in Anthropic, an AI lab and creator of Claude. This new partnership could significantly accelerate Microsoft's AI growth, with HSBC projecting it could add $43 billion annually to Microsoft Azure's revenue by 2030. The move highlights Microsoft's strategy to diversify its AI collaborations beyond OpenAI as enterprise adoption of Anthropic's technology grows rapidly.

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