Anthropic logo on a smartphone with an AI-themed background. Key Points Anthropic is committing $30 billion to Microsoft Azure, backed heavily by both NVIDIA and Microsoft. Analysts caution that the circular AI economy could be inflating expectations for high-valuation megacaps. The deal highlights intensifying competition in AI, raising pressure on smaller, less diversified players. Interested in Microsoft Corporation? Here are five stocks we like better. Before NVIDIA Corp. (NASDAQ: NVDA) reporte ...