Investing.com -- Microsoft (NASDAQ: MSFT) rose 2% Thursday after The Information reported that Anthropic is in talks to use the company’s custom AI server chips.

Anthropic is currently in discussions to rent servers powered by Microsoft’s Maia chips to secure additional computing power for its Claude models, according to the report.

Securing Anthropic as a client would mark a significant win for Microsoft, whose in-house chip development faced delays last year. The deal would allow Microsoft to compete with cloud rivals Google and Amazon by offering an alternative to Nvidia hardware, which currently dominates the market and eats into cloud profit margins.

For Anthropic, renting Maia chips provides additional options to run its models and the opportunity to tailor future generations of the chip to its specific needs.

The Maia chips are designed to run existing models faster than Nvidia’s hardware, though they are not intended for training or developing new models, according to the report.