Zhi Tong Cai Jing·2025-11-18 16:05Core Insights - Microsoft and Nvidia announced a joint investment of up to $15 billion in AI company Anthropic, strengthening the collaboration between the tech giants and a key competitor to OpenAI [1] - Anthropic committed to purchasing $30 billion worth of computing power from Microsoft Azure, continuing the trend of capital and computing power binding top AI developers to cloud and chip manufacturers [1] - Following the announcement, Microsoft shares fell by 3.3% and Nvidia shares dropped nearly 3%, raising investor concerns about a potential tech bubble [1] Company Developments - Anthropic raised $13 billion at a valuation of $183 billion in September, claiming to have 300,000 business customers [2] - The company plans to invest $50 billion in building dedicated AI data centers across several U.S. states, including Texas and New York, to support large model development and application [2] - Anthropic is deepening its collaboration with Google, which will provide up to 1 million dedicated AI chips, with the deal amounting to several billion dollars [2] Product Integration - Anthropic's models will be integrated into Microsoft's Foundry cloud AI model deployment platform, filling a gap as previous integrations included models from OpenAI, Meta, DeepSeek, and Elon Musk's xAI [2] - Microsoft announced plans to use Anthropic's models to support its enterprise AI assistant [2] - Despite expanding partnerships, Amazon remains Anthropic's primary cloud service provider, having previously invested $8 billion and built large-scale data centers and dedicated AWS AI chips for the company [2]