智通财经网·2025-11-03 02:01Core Insights - Google and Amazon have gained investor favor due to better-than-expected Q3 profits, significantly driven by their investments in Anthropic, a developer of the popular chatbot Claude [1] - Google's quarterly profit included $10.7 billion in net gains from equity securities, partly attributed to Anthropic, while Amazon's profit surged 38%, with $9.5 billion of this attributed to its investment in Anthropic [1] - The returns from these investments indicate that the investment boom in the generative AI sector is beginning to reflect in the financial metrics of publicly traded companies [1] Group 1 - Anthropic completed a $13 billion funding round in September, nearly doubling its valuation to $183 billion [2] - Google has invested approximately $3 billion in Anthropic, including $2 billion in 2023 and an additional $1 billion earlier this year [2] - Amazon has supported Anthropic with an $8 billion investment and has built a large infrastructure for it through the Rainier project, which is now fully operational [2] Group 2 - Microsoft reported a $3.1 billion decrease in net profit due to losses from OpenAI, despite investing $13.75 billion and holding a 27% stake in the company [2] - Google previously reported an $8 billion unrealized gain from an investment in SpaceX in Q1 [2] - Google Cloud has entered into an agreement with Anthropic to supply 1 million dedicated AI chips starting in 2026, with the contract valued at several billion dollars [2]