Business Insiderยท2025-11-18 16:05Group 1 - Anthropic plans to invest $30 billion in compute to scale its Claude AI model on Microsoft's Azure cloud platform, with Nvidia powering the infrastructure [1] - Nvidia will invest up to $10 billion in Anthropic, while Microsoft will contribute up to $5 billion as part of the deal [1] - Anthropic will be the first AI model available on all three major cloud platforms, according to its CEO Dario Amodei [2] Group 2 - Anthropic is committed to contracting additional compute capacity of up to one gigawatt, utilizing Nvidia's Grace Blackwell and Vera Rubin systems [3] - Concerns about an AI bubble are rising on Wall Street due to increasing valuations and spending commitments [4] - Nvidia's upcoming earnings report is anticipated to serve as a market barometer for AI outlook, with its shares having declined approximately 7% in the last five days [4]