Yahoo Finance·2025-11-19 01:14Core Insights - Nvidia's stock is experiencing significant pressure ahead of its earnings report on November 19, currently trading at $183.34, which is 11.4% lower than its peak of $207.04 on October 29 [1] - Growing skepticism around AI investments is highlighted by Google CEO Sundar Pichai's comments on the potential bursting of the AI bubble, indicating that no company, including Google, will be immune to the consequences of over-investment [2] - Michael Burry's shorting of Nvidia and Palantir, along with SoftBank's sale of its Nvidia shares worth $5.8 billion, has contributed to negative sentiment in the market [3] Nvidia's Strategic Moves - Nvidia announced a strategic partnership with Microsoft and Anthropic, with Anthropic committing to purchase $30 billion of Azure compute capacity and additional capacity up to 1 gigawatt [5] - Nvidia will assist in optimizing Anthropic's models for performance and efficiency, utilizing its Grace Blackwell and Vera Rubin systems [6] - The partnership will enable Azure AI Foundry customers to access Anthropic's Claude models, making them available across major cloud services [7] Investment Commitments - Microsoft and Nvidia are set to invest up to $10 billion and $5 billion, respectively, in Anthropic, further solidifying their commitment to AI development [8]