Nvidia earnings are all about guidance; Microsoft and Nvidia invest in Anthropic

Nvidia, Microsoft, Anthropic announcing new partnerships. This is coming ahead of Nvidia's third quarter results. For more on the state of play on AI and Nvidia's highly anticipate earnings, let's welcome in intelligent alpha founder and CEO Doug Clinton.Doug, great to see you. Your timing is always impeccable because we got this big AI deal. I need the Doug Clinton take on this.Microsoft and Nvidia. All right, they're going to invest Doug up to 15 billion. That's with a B in anthropic.And you know, when yo ...