Yahoo Finance·2025-11-18 18:10Core Insights - A three-way partnership has been formed between Nvidia, Microsoft, and Anthropic, integrating Nvidia's advanced chips, Azure's data-center infrastructure, and Anthropic's Claude models, which solidifies their influence and spending in the AI sector [1][2] Investment Commitments - Anthropic has committed approximately $30 billion to purchase compute capacity on Azure, securing 1 gigawatt [2] - Nvidia has pledged up to $10 billion, while Microsoft has committed up to $5 billion in direct investments in Anthropic [2] Technical Collaboration - The partnership includes a deep technology collaboration between Nvidia and Anthropic, focusing on design and engineering [2] - Microsoft will utilize Claude as a second flagship model, reducing reliance on its partnership with OpenAI [2] Market Reactions - Following the announcement, shares of Microsoft and Nvidia experienced declines of around 3% and 2%, respectively, indicating investor skepticism regarding the sustainability of current AI infrastructure spending [3] Infrastructure Expansion - The deal coincides with aggressive infrastructure expansion, with high demand for GPUs outpacing supply and Microsoft rapidly increasing data-center capacity [4] Competitive Landscape - This partnership signals a strategic move to dominate the next training cycle in AI, amidst a broader trend of long-term contracts among model labs, chipmakers, and hyperscalers [5][6]