天天基金网·2025-11-20 01:04Core Viewpoint - The article discusses significant investments and strategic partnerships in the AI and semiconductor sectors, highlighting the ongoing developments and potential market implications despite concerns over AI valuation bubbles [3][4][5]. Investment and Partnerships - Microsoft and NVIDIA plan to invest up to $15 billion in AI startup Anthropic, raising its valuation to $350 billion, with a commitment to purchase $30 billion worth of computing power from Microsoft’s Azure platform [4][5]. - The partnership aims to enhance Anthropic's AI model, Claude, and signifies a shift in Microsoft's strategy to reduce reliance on OpenAI, with which it has previously invested over $13 billion [5]. - GlobalFoundries announced the acquisition of Advanced Micro Foundry (AMF), aiming to become the largest silicon photonics chip manufacturer globally, enhancing its capabilities in Singapore and complementing its existing technologies in the U.S. [6][7]. Technological Developments - The acquisition of AMF will allow GlobalFoundries to leverage silicon photonics technology, which is crucial for high-speed data transmission in AI data centers and telecommunications [7]. - Arm has announced a collaboration with NVIDIA to integrate its Neoverse platform with NVIDIA's NVLink Fusion technology, facilitating easier integration of Arm-based CPUs with NVIDIA's GPUs for large-scale data center operators [8][9]. - This partnership is expected to set new standards for AI infrastructure, with Arm's Neoverse platform projected to capture 50% of the market share in top-tier data centers by 2025 [9].