NVIDIA Corporation (NVDA) Announces Strategic Partnership With Microsoft and Anthropic

Core Insights - NVIDIA Corporation has announced a strategic partnership with Microsoft and Anthropic to enhance its AI model Claude [1][2] - Anthropic will scale its AI model on Azure cloud, committing to purchase $30 billion in Azure compute capacity [2] - NVIDIA and Microsoft will invest up to $10 billion and $5 billion in Anthropic, respectively, to support its growth [3] Financial Outlook - Analysts from J.P. Morgan and Stifel Nicolaus have reiterated a Buy rating on NVIDIA, with price targets of $215 and $250 respectively [4] - Expectations for NVIDIA to exceed fiscal Q3 2025 estimates and provide optimistic Q4 guidance are high, driven by the ramp-up of its Blackwell platform [5] - The Q3 2025 results are set to be released on November 19 [5] Company Overview - NVIDIA is a full-stack computing infrastructure company focused on accelerated computing, offering AI data center platforms, GPUs, networking, and autonomous vehicle solutions [6]