Nvidia and Microsoft Strike Massive AI Deal With Anthropic -- What It Means For Investors
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Nvidia, Microsoft, and Anthropic have announced a major partnership involving strategic investments and a long-term compute agreement. Nvidia and Microsoft will invest up to $10 billion and $5 billion, respectively, while Anthropic commits $30 billion on Microsoft Azure. This partnership values Anthropic at $350 billion. The deal enhances AI and cloud collaboration, potentially boosting growth for Microsoft and Nvidia, but also presents execution and valuation risks.
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