--- title: "Microsoft and NVIDIA announce investment of up to $15 billion in Anthropic, raising concerns about a \"circular AI investment\" bubble" type: "News" locale: "en" url: "https://longbridge.com/en/news/266413096.md" description: "Microsoft and NVIDIA announced that they will invest up to $15 billion in the artificial intelligence company Anthropic and purchase $30 billion in computing power from Microsoft Azure cloud services. This move has raised investor concerns about the potential for a technology bubble caused by \"circular AI investments.\" Following the announcement, Microsoft's stock price fell by 3.3%, while NVIDIA dropped nearly 3%" datetime: "2025-11-18T16:01:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/266413096.md) - [en](https://longbridge.com/en/news/266413096.md) - [zh-HK](https://longbridge.com/zh-HK/news/266413096.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/266413096.md) | [繁體中文](https://longbridge.com/zh-HK/news/266413096.md) # Microsoft and NVIDIA announce investment of up to $15 billion in Anthropic, raising concerns about a "circular AI investment" bubble According to Zhitong Finance APP, Microsoft (MSFT.US) and NVIDIA (NVDA.US) announced on Tuesday that they will jointly invest up to $15 billion in the artificial intelligence company Anthropic, further solidifying the partnership between this major competitor of OpenAI and the two tech giants. At the same time, Anthropic has committed to purchasing $30 billion worth of computing power from Microsoft Azure cloud services. This move continues the trend in recent years where cloud computing and chip manufacturers bind top AI developers through capital and computing power, while the latter in turn purchases products and services from the former. Investors are increasingly wary of this "circular AI investment," fearing it may be a clear sign of a tech bubble. Following the announcement, Microsoft's stock price fell 3.3% on Tuesday, while NVIDIA dropped nearly 3%. For Anthropic, this arrangement further strengthens its collaboration with Microsoft. In recent years, Microsoft has invested over $13 billion in OpenAI and played a key role in the launch of ChatGPT. However, the recent competition between Microsoft and OpenAI has become more public, making Microsoft's collaboration with other AI model suppliers more strategically significant. Anthropic was founded in 2021 by several former OpenAI employees, emphasizing its positioning of safer and more reliable models. Although smaller than OpenAI, its Claude series models have already gained significant market share among enterprise clients and developers in sectors such as finance and healthcare. The company raised $13 billion in September this year at a valuation of $183 billion, claiming it has reached 300,000 commercial clients. As competition intensifies, Anthropic is accelerating the expansion of infrastructure to support the research and application of large models. The company plans to invest $50 billion in building dedicated AI data centers across multiple states in the U.S., including Texas and New York. In addition to Microsoft, Anthropic has also deepened its collaboration with Google (GOOG.US, GOOGL.US) in recent months. Google will provide Anthropic with up to 1 million dedicated AI chips, with the deal worth several billion dollars. Furthermore, Anthropic's models will also be deployed on Microsoft's Foundry cloud AI model deployment platform. Previously, Microsoft Azure had integrated models from OpenAI, Meta (META.US), DeepSeek, and Musk's xAI, but had been lacking the Claude series. Microsoft has announced that it will use Anthropic's models to support its enterprise office AI assistant. Despite the ongoing expansion of new collaborations, Amazon (AMZN.US) remains Anthropic's primary cloud service provider. Amazon previously invested $8 billion in this AI startup and built large-scale data centers and dedicated AWS AI chips for it ### Related Stocks - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [Microsoft Corporation (MSFT.US)](https://longbridge.com/en/quote/MSFT.US.md) ## Related News & Research - [LIVE MARKETS-March drop has created some valuation opportunities - Empower's Norton](https://longbridge.com/en/news/281551462.md) - [Argentarii LLC Acquires 20,602 Shares of NVIDIA Corporation $NVDA](https://longbridge.com/en/news/281612604.md) - [Spinnaker Investment Group LLC Sells 9,263 Shares of Microsoft Corporation $MSFT](https://longbridge.com/en/news/281334447.md) - [Bye Bye, NVDA! Cathie Wood Dumps Nearly $30 Million in Nvidia](https://longbridge.com/en/news/281559711.md) - [INSIGHT-AI is rewiring the world's most prolific film industry](https://longbridge.com/en/news/281673640.md)