硬AI·2025-11-19 01:37Core Viewpoint - The strategic partnership between Microsoft, NVIDIA, and Anthropic represents a significant investment in AI, with concerns about the sustainability of such "closed-loop" financing models in the industry [2][12]. Group 1: Partnership Details - Microsoft commits to invest up to $5 billion in Anthropic, while NVIDIA pledges up to $10 billion, leading to Anthropic's valuation soaring to $350 billion [3][5]. - Anthropic will purchase $30 billion worth of Azure computing power from Microsoft, fully utilizing NVIDIA's AI systems, including the current Grace Blackwell architecture and the upcoming Vera Rubin architecture [5][11]. Group 2: Strategic Implications - The collaboration expands Microsoft's AI offerings, allowing Azure customers access to Anthropic's Claude models, which will be available on major cloud platforms [8][9]. - Despite this new partnership, Microsoft maintains its core relationship with OpenAI, having invested heavily in it since 2019, with OpenAI's valuation reaching $135 billion [9][10]. Group 3: Market Concerns - The announcement of this partnership comes amid rising skepticism about the AI investment boom, with NVIDIA and Microsoft's stock prices dropping nearly 3% on the day of the announcement [13]. - Concerns about a potential AI bubble are prevalent, with 45% of fund managers identifying it as a significant market risk, questioning whether AI products can generate sufficient revenue to justify the massive investments [12][15].