Cached at:
05/22/26, 06:18 PM
# Anthropic, Microsoft in talks for AI chip deal after $5 billion investment
Source: [https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html](https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html)
Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026\.
Ludovic Marin \| Afp \| Getty Images
[Microsoft](https://www.cnbc.com/quotes/MSFT/)is in talks to supply its custom[artificial intelligence](https://www.cnbc.com/ai-artificial-intelligence/)chips to[Anthropic](https://www.cnbc.com/2026/05/20/anthropic-revenue-explosive-growth-ipo-profitable-quarter.html), CNBC confirmed on Thursday\.
A deal would represent a win for Microsoft, which is behind cloud rivals[Amazon](https://www.cnbc.com/quotes/AMZN/)and[Google](https://www.cnbc.com/quotes/GOOGL/)when it comes to supplying clients with special\-purpose AI silicon\. Microsoft[announced](https://www.cnbc.com/2026/01/26/microsoft-reveals-maia-200-ai-chip-will-use-it-in-house.html)its second\-generation Maia AI chip in January, but has yet to make it available through its Azure cloud\. The company did say the Maia 200 processor would run OpenAI's GPT\-5\.2 model\.
Anthropic has not yet closed a deal with Microsoft over the use of the Maia, said a person familiar with the deal who asked not to be named in order to discuss internal matters\.[The Information](https://www.theinformation.com/articles/anthropic-talks-use-microsofts-ai-chips)reported on the discussions earlier on Thursday\.
Shares of Microsoft were little changed\.
In November, Microsoft said it would[invest $5 billion](https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html)in Anthropic, while Anthropic committed to spending $30 billion on Azure\. Anthropic also relies on cloud services from Amazon and Google\.
Anthropic has had["difficulties with compute,"](https://www.cnbc.com/2026/05/06/anthropic-ceo-dario-amodei-says-company-crew-80-fold-in-first-quarter.html)Dario Amodei, the company's co\-founder and CEO, said at an event earlier this month\.
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Its Claude assistant and Claude Code tool for AI\-assisted programming have become more popular this year, which has made Anthropic's needs for computing capacity more dire\.
On Wednesday, SpaceX disclosed that Anthropic will[pay $1\.25 billion](https://www.cnbc.com/2026/05/20/spacex-ipo-live-updates.html)per month through May 2029 for computing power\.
Historically, Anthropic has leaned heavily on graphics processing units from[Nvidia](https://www.cnbc.com/quotes/NVDA/)to train and run generative AI models\. In April, Anthropic said it would use Amazon Web Services' custom Trainium chips in a 10\-year arrangement worth[more than $100 billion](https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html)\. Anthropic announced plans to use Google's[tensor processing unit](https://www.cnbc.com/2025/10/23/anthropic-google-cloud-deal-tpu.html)chips in October\.
Anthropic declined to comment\. Microsoft did not immediately respond to a request for comment\.
Microsoft's Maia 200 "offers over 30% improved tokens per dollar, compared to the latest silicon in our fleet," CEO[Satya Nadella](https://www.cnbc.com/satya-nadella/)said on the company's earnings call in April\.
He said the chips are now running in Microsoft data centers in Arizona and Iowa\.
**WATCH:**[Nvidia CEO Jensen Huang: With Anthropic, we are scaling very quickly, we have big plans for them](https://www.cnbc.com/video/2026/05/20/nvidia-ceo-jensen-huang-with-anthropic-we-are-scaling-very-quickly-we-have-big-plans-for-them.html)
*Correction: In April, Anthropic said it would use Amazon Web Services' custom Trainium chips in a 10\-year arrangement worth more than $100 billion\. An earlier version misspelled the name of the chips\.*