Anthropic, Microsoft in talks for AI chip deal after $5 billion investment

Key points

• 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. Microsoft is in talks to supply its custom artificial intelligence chips to Anthropic, CNBC confirmed on Thursday.
• A deal would represent a win for Microsoft, which is behind cloud rivals Amazon and Google when it comes to supplying clients with special-purpose AI silicon.
• Microsoft announced 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.