Core Insights - Microsoft is forming new strategic partnerships with Nvidia and Anthropic to reduce its reliance on OpenAI [1] Group 1: Investment Details - Microsoft will invest $5 billion into Anthropic, while Nvidia will invest $10 billion into the startup [2] - Anthropic has committed to purchasing $30 billion of Azure compute capacity from Microsoft and has contracted for additional compute capacity up to one gigawatt [2] Group 2: Industry Reactions - Nvidia CEO Jensen Huang expressed excitement about the partnership, stating it is a significant opportunity to collaborate with Anthropic to accelerate their AI model, Claude [3]

Core Insights - Microsoft, Nvidia, and Anthropic have formed a strategic alliance to enhance AI capabilities [1] - Anthropic has committed $30 billion to Azure for its Claude AI models, indicating a significant investment in cloud infrastructure [1] Company Summaries - Microsoft is strengthening its position in the AI market through partnerships and substantial investments in cloud services [1] - Nvidia continues to play a crucial role in AI development, collaborating with major companies to advance AI technologies [1] - Anthropic is focusing on developing its Claude AI models, leveraging Azure's capabilities to scale its operations [1]

Core Insights - Microsoft and Nvidia are set to invest in Anthropic, with a total commitment of $30 billion for cloud services, marking a significant collaboration in the AI sector [1][2] - Nvidia will contribute up to $10 billion, while Microsoft will invest up to $5 billion, although specific timelines for these investments have not been disclosed [1] - This partnership highlights the increasing demand for computing power in the AI industry as companies strive to develop systems that can match or exceed human intelligence [2] Investment Context - Anthropic's CEO expressed enthusiasm for the additional capacity to train models and support Microsoft products, indicating a strategic alignment between the companies [3] - The announcement follows OpenAI's recent $38 billion deal with Amazon for cloud services, showcasing the competitive landscape in AI development [3] Market Sentiment - OpenAI has committed to investing $1.4 trillion to develop 30 gigawatts of computing resources, enough to power approximately 25 million U.S. homes, reflecting the scale of investment in AI infrastructure [4] - Despite the growth in AI, there are concerns among investors that the market may be experiencing a bubble, exacerbated by circular deals that inflate revenue among partners [4] - Recent sell-offs by major investors, including Peter Thiel's hedge fund and SoftBank's Masayoshi Son, have raised fears of an impending market downturn [5]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 英伟达承诺，将对Anthropic投资至多100亿美元。微软承诺出资至多50亿美元。 风险提示及免责条款 ...

每经AI快讯，11月18日，英伟达跌超3%，AMD跌超5%。 （文章来源：每日经济新闻） ...

Dario Amodei (Anthropic), Satya Nadella (Microsoft), and Jensen Huang (NVIDIA) discuss our new partnership: https://t.co/tiC2dkK4bm ...

We’ve formed a partnership with NVIDIA and Microsoft.Claude is now on Azure—making ours the only frontier models available on all three major cloud services.NVIDIA and Microsoft will invest up to $10bn and $5bn respectively in Anthropic.https://t.co/3RA82NEIJ3 ...

Super excited to be here with Dario and Jensen. What both of you are doing - NVIDIA at the silicon layer and Anthropic at the cognition layer is shaping what every developer and every organization will be able to build on going forward. On our side, we have been scaling NVIDIA across this fungible Azure fleet at the speed of light.Something that Jensen's been talking to me about for multiple years now, and we're continuing to set pace, including with the AI superfactory we announced just last week. And we h ...

Market Overview - The U.S. stock market is experiencing a downturn, particularly in technology stocks, with the Dow Jones down 1.18%, S&P 500 down 0.92%, and Nasdaq down 0.84% as of November 17 [2] - The S&P 500 and Nasdaq have both fallen below their 50-day moving averages for the first time in 139 trading days [2] - The "Big Seven" tech stocks have dropped nearly 4.5% this month, with only Alphabet showing gains [2] AI Sector Insights - Nvidia's upcoming Q3 earnings report is seen as a critical indicator for the AI sector and the broader U.S. stock market [2][7] - Historically, Nvidia's earnings have exceeded market expectations, but there are concerns about high valuations and investor caution [2][7] - Recent institutional selling of Nvidia shares may reflect tactical adjustments rather than a bearish outlook on the AI sector [7][8] Economic Factors - Concerns over high valuations of AI stocks and tightening liquidity are contributing to the recent weakness in the U.S. stock market [4] - The probability of a Federal Reserve rate cut in December has decreased to 48.6% due to hawkish comments from Fed officials [4] - The recent government shutdown and liquidity risks have exacerbated market volatility, with cash balances in the Treasury increasing significantly [4][5] Institutional Behavior - Major hedge funds have reduced their positions in Nvidia, indicating a cautious approach amid high valuations and concentrated holdings [7] - The market is rewarding companies with accelerating growth driven by AI demand, while showing skepticism towards those with unclear business channels [10] Future Outlook - The sustainability of AI spending and profitability remains a key focus for investors, with expectations for significant earnings growth in 2025 and 2026 [11] - The market's current high concentration in tech giants suggests strong profitability, but any underperformance could lead to widespread corrections [11][12] - The long-term success of the AI sector will depend on the actual commercialization of technology and macroeconomic conditions [11][12]

Super excited to be here with Dario and Jensen. What both of you are doing - NVIDIA at the silicon layer and Anthropic at the cognition layer is shaping what every developer and every organization will be able to build on going forward. On our side, we have been scaling NVIDIA across this fungible Azure fleet at the speed of light.Something that Jensen's been talking to me about for multiple years now, and we're continuing to set pace, including with the AI superfactory we announced just last week. And we h ...