NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs
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NVIDIA Corp. (NVDA) Shares Updates Around Claude Models Running on Blackwell Ultra GPUs Muhammad Ali Khalid Sun, July 5, 2026 at 8:45 PM EDT 2 min read NVDA BLK MSFT NVIDIA Corp. (NASDAQ: NVDA ) is one of BlackRock's 30 most important AI stocks right now . On June 29, the company shared that Anthropic's Claude models in Microsoft Foundry, hosted on Microsoft Azure and running on NVIDIA GB300 Blackwell Ultra GPUs, are now publicly available. It provides Azure-native businesses a robust new way to develop domain-specific and self-operating AI agents. The company mentioned that businesses these days require access to computational power to build and implement domain-specific agents. Having high inference capability and efficiency decreases the total ownership cost. With Claude in Foundry operating with NVIDIA Quantum-X800 InfiniBand networking, on NVIDIA GB300 NVL72 systems, businesses can now develop and operate more robust agentic solutions. These include domain-specific and autonomous sub-agents that can work across business functions to execute advanced tasks. NVIDIA and Anthropic are working together to expand developer capabilities, enabling enterprises to offer Claude agents domain-specific capabilities. Through NVIDIA-validated agent skills, enabled by access to NVIDIA high-performance computing, enterprises can incorporate AI agents into their business and utilize them as the organization's operating system. Enterprises can run Claude agents on Azure by utilizing the NVIDIA Secure Agent Workspace Reference Design. It provides a framework for running self-directed agents in a controlled environment where network access, credentials, identity, and runtime policy are managed at the infrastructure level. NVIDIA Corp. (NASDAQ:NVDA) is a computing infrastructure company that has transitioned from PC graphics chips towards full-scale compute and networking solutions. It has now become a leading player within the AI and high-performance computing space. The company offers Data Center accelerated computing and networking platforms, along with automotive platforms and electric vehicle solutions. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years . Disclosure: None. Follow Insider Monkey on Google News .
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