A significant development in the artificial intelligence sector sees Microsoft and Nvidia committing up to $15 billion in the AI startup Anthropic. Nvidia plans to invest up to $10 billion, while Microsoft will contribute up to $5 billion to the company behind the Claude chatbot. This substantial investment, announced on November 18, 2025, values Anthropic at $350 billion. In a reciprocal arrangement, Anthropic has committed to purchasing $30 billion in Microsoft Azure cloud services, which will be powered by Nvidia chips. The partnership also involves Anthropic collaborating with Nvidia to optimize future hardware designs and utilizing up to one gigawatt of Nvidia's Grace Blackwell and Vera Rubin systems. This deal makes Anthropic's Claude models available on Microsoft Foundry and across all three major cloud services, although Amazon remains Anthropic's primary cloud partner, and the company previously secured a deal with Google for AI chips. Anthropic, founded in 2021 by former OpenAI employees, also faced a cyber-espionage incident involving its Claude Code model compromising 30 groups. Microsoft CEO Satya Nadella emphasized that the companies will be customers of each other, highlighting the intertwined nature of these tech giants. This investment follows Nvidia's earlier $100 billion commitment to OpenAI, underscoring intense competition and spending in AI. Beyond these major deals, the broader AI market shows dynamic activity. Goldman Sachs identified five 'AI productivity beneficiaries' expected to see significant earnings boosts from automation: H&R Block, Robert Half, Cognizant Technology Solutions, EPAM Systems, and IQVIA Holdings. Robert Half, for instance, could see a 270% gain. Meanwhile, Encube, a company advancing AI for hardware, secured $23 million in funding to expand its platform, which helps manufacturers like Volvo Group reduce time to market by up to 50% and lower production costs by 20-30%. Swedish AI coding startup Lovable has achieved $200 million in annual recurring revenue and is nearing a new funding round that could value it above $6 billion. On Wall Street, traders are experiencing their best year for revenue since 2005, with an expected $94 billion fee pool driven by heavy client investment in AI stocks, though some experts voice concerns about an AI bubble. Investors are also closely watching Nvidia's upcoming earnings report, with analysts maintaining a bullish outlook on the AI chip leader. Nvidia, Oracle, and Advanced Micro Devices are highlighted as potentially undervalued AI stocks based on their PEG ratios, with strong projected EPS growth. In other news, XPeng Inc. stock dropped 10% after reporting a larger-than-expected loss, while Atrium Mortgage Investment Corporation received AI-generated stock signals, indicating a 'Weak' near-term but 'Strong' long-term outlook.
Key Takeaways
- Microsoft and Nvidia will invest up to $15 billion in AI startup Anthropic, with Nvidia contributing up to $10 billion and Microsoft up to $5 billion.
- Anthropic committed to purchasing $30 billion in Microsoft Azure cloud services, which will utilize Nvidia chips, and will collaborate with Nvidia on hardware optimization.
- The investment values Anthropic, creator of the Claude chatbot, at $350 billion, and makes its models available on Microsoft Foundry and all three major cloud providers.
- Anthropic plans to use up to one gigawatt of Nvidia's Grace Blackwell and Vera Rubin systems for scaling its AI models.
- Goldman Sachs identified H&R Block, Robert Half, Cognizant Technology Solutions, EPAM Systems, and IQVIA Holdings as top stocks for AI productivity gains.
- Encube raised $23 million to expand its AI platform for hardware makers, helping customers reduce time to market by up to 50% and production costs by 20-30%.
- Swedish AI coding startup Lovable achieved $200 million in annual recurring revenue and is seeking new funding at a valuation potentially exceeding $6 billion.
- Wall Street stock traders are experiencing their best revenue year since 2005 due to AI stock investments, though concerns about an AI bubble exist.
- Nvidia, Oracle, and Advanced Micro Devices are considered potentially undervalued AI stocks, with Nvidia expecting over 35% annual EPS growth and AMD projecting 44%.
- Nvidia's upcoming earnings report is highly anticipated, with Wall Street analysts maintaining a bullish outlook on the company.
Microsoft and Nvidia Invest Billions in AI Startup Anthropic
Microsoft and Nvidia plan to invest up to $15 billion in the AI company Anthropic. Microsoft will invest up to $5 billion, and Nvidia will invest up to $10 billion. As part of this deal, Anthropic will spend $30 billion on Microsoft Azure cloud services and use NVIDIA's hardware. The companies will also work together to improve Anthropic's AI models for NVIDIA technology. This partnership aims to strengthen Anthropic's position in the AI market.
Nvidia and Microsoft Fund AI Startup Anthropic with $15 Billion
On November 18, 2025, Nvidia and Microsoft announced plans to invest a total of $15 billion in the AI startup Anthropic. Nvidia will provide up to $10 billion, and Microsoft will contribute up to $5 billion to the creator of the Claude chatbot. As part of the agreement, Anthropic will purchase $30 billion in Microsoft's Azure cloud services and use Nvidia's latest chip technology. Microsoft CEO Satya Nadella stated that the companies will be customers of each other. This deal highlights the growing competition in the AI sector, with Anthropic now valued at $350 billion.
Nvidia and Microsoft Pledge $15 Billion to Anthropic AI
On November 18, 2025, Nvidia and Microsoft announced they will invest up to $15 billion in the AI startup Anthropic. Microsoft will invest up to $5 billion, and Nvidia will invest up to $10 billion. Anthropic will use Microsoft Azure, powered by Nvidia, to scale its Claude AI model and committed to buying $30 billion in Azure compute capacity. This partnership will make Claude available on all three major cloud services. Separately, an earlier cyber-espionage incident involved Anthropic's Claude Code model compromising 30 groups, marking the first AI agent-led intrusion.
Anthropic Microsoft Nvidia Announce Multi Billion AI Deal
On November 18, 2025, Anthropic, Microsoft, and Nvidia announced a major AI partnership involving billions of dollars. Microsoft and Nvidia will invest up to $15 billion in Anthropic, with Nvidia contributing up to $10 billion and Microsoft up to $5 billion. In return, Anthropic committed to purchasing $30 billion in Microsoft Azure cloud services, which will use Nvidia chips. Anthropic will also collaborate with Nvidia to optimize future hardware designs. This deal makes Anthropic's Claude models available on Microsoft Foundry and all three major cloud services. The investment values Anthropic at $350 billion.
Microsoft and Nvidia Invest $15 Billion in Anthropic AI
Microsoft and Nvidia will invest up to $15 billion in the AI company Anthropic. Microsoft plans to invest up to $5 billion, and Nvidia up to $10 billion. As part of the agreement, Anthropic committed to buying $30 billion in cloud computing services from Microsoft. This deal strengthens Anthropic's ties with these major tech players. Anthropic, founded in 2021 by former OpenAI employees, also plans to invest $50 billion in data centers and previously secured a deal with Google for AI chips.
Tech Giants Invest Billions in Anthropic AI Startup
On Tuesday, Microsoft and Nvidia announced plans to invest in Anthropic as part of a new partnership. Nvidia will commit up to $10 billion, and Microsoft up to $5 billion, both investing in Anthropic's next funding round. Anthropic, in turn, committed $30 billion to use Microsoft's cloud services. The AI company will also work with Nvidia on chips and models, using up to 1 gigawatt of Nvidia's Grace Blackwell and Vera Rubin hardware. This deal makes Claude models available to Microsoft Azure AI Foundry customers and across all three major cloud providers, though Amazon remains Anthropic's primary cloud partner.
Anthropic Nvidia Microsoft Announce New AI Partnership
On Tuesday, November 18, 2025, Anthropic, Nvidia, and Microsoft announced a new AI partnership. Anthropic plans to spend $30 billion on compute to scale its Claude AI model on Microsoft's Azure cloud platform, which will be powered by Nvidia. As part of the deal, Nvidia will invest up to $10 billion in Anthropic, and Microsoft will invest up to $5 billion. Anthropic CEO Dario Amodei noted that this makes Claude available on all three major cloud platforms. The agreement also includes Anthropic committing to use up to one gigawatt of Nvidia's Grace Blackwell and Vera Rubin systems.
Nvidia and Microsoft Invest $15 Billion in Anthropic
Nvidia and Microsoft announced investments totaling $15 billion in the AI startup Anthropic, creator of the Claude chatbot. Nvidia committed up to $10 billion, while Microsoft, which also owns 27% of OpenAI, pledged up to $5 billion. This agreement includes Anthropic purchasing $30 billion in Microsoft's cloud computing capacity and adopting Nvidia's latest chip technology. Microsoft CEO Satya Nadella stated that the companies will become customers of each other. Anthropic, founded in 2021 by former OpenAI staff, is now valued at $350 billion.
Microsoft and Nvidia Invest $15 Billion in Anthropic AI
Microsoft and Nvidia plan to invest up to $15 billion in Anthropic PBC as part of its next funding round. Nvidia will invest up to $10 billion, and Anthropic committed to using up to 1 gigawatt of computing capacity based on Nvidia's Grace Blackwell and Vera Rubin chip designs. Microsoft CEO Satya Nadella stated that the companies will be customers of each other. Anthropic's models will also be available on Microsoft's Foundry service. Amazon remains Anthropic's primary cloud provider, having previously invested $8 billion in the AI startup.
Nvidia and Microsoft Invest $15 Billion in Anthropic
Nvidia and Microsoft announced a combined investment of $15 billion in the AI startup Anthropic. Anthropic is known as the creator of the Claude chatbot. This significant investment follows Nvidia's earlier announcement of pumping $100 billion into OpenAI. The move highlights the intense spending and competition within the artificial intelligence technology sector.
Goldman Sachs Names Top 5 Stocks for AI Productivity Gains
Goldman Sachs identified five stocks expected to receive the biggest productivity boost from AI adoption. These companies have high labor costs and significant exposure to AI automation. The top picks include H&R Block, Robert Half, Cognizant Technology Solutions, EPAM Systems, and IQVIA Holdings. Analysts believe these firms will see substantial increases in earnings, with Robert Half potentially gaining 270%. This analysis focuses on the next phase of AI benefits beyond hardware makers like Nvidia.
Goldman Sachs Identifies Top AI Productivity Stocks
Goldman Sachs has identified a new group of "AI productivity beneficiaries" that are expected to see earnings improve from automation. Strategist David Kostin focused on Russell 1000 companies with high wage bills exposed to AI automation and high labor costs. These selected companies have gained 17% since December 2023, which is less than the S&P 500's 23% increase. However, their consensus earnings per share estimates are up 24% over two years, outperforming the benchmark.
XPeng Stock Drops as Nvidia Earnings Loom
XPeng Inc. stock fell 10% in premarket trading on Tuesday after reporting a larger-than-expected loss for the third quarter. The Chinese electric vehicle maker also provided a weaker outlook for the current quarter, citing macroeconomic challenges and strong competition. Meanwhile, investors are eagerly awaiting Nvidia's earnings report, scheduled after the market closes on Tuesday, November 21. Nvidia is a key player in the AI chip market, and its results are seen as an important indicator for the broader technology sector.
Encube Raises $23 Million to Advance AI for Hardware
Encube secured $23 million in funding from Kinnevik, Promus Ventures, and Inventure to expand its AI platform for hardware makers. The company offers an AI-powered platform that helps address complex manufacturing issues during product development. Customers like Volvo Group and Scania use Encube's tools to reduce time to market by up to 50% and lower production costs by 20-30%. The cloud-based software allows teams to analyze designs quickly and optimize them for production. Encube plans to grow its presence in Europe and the US and continue developing AI tools for complex hardware manufacturing.
AI Stock Boom Gives Traders Best Year Since 2005
Stock traders on Wall Street are having their best year for revenue since 2005, thanks to clients investing heavily in AI stocks. The industry's fee pool is expected to reach $94 billion this year, an 18% increase from 2024. The S&P 500 has risen 35% since April, driven by money flowing into artificial intelligence companies. Equity payouts are also expected to be nearly 14% higher than last year. However, some experts worry about an AI bubble, and equity trading revenue is predicted to fall 6% in 2026.
AI Startup Lovable Reaches $200 Million Sales Seeks Funding
Lovable, a Swedish AI coding startup, has achieved $200 million in annual recurring revenue, showing rapid growth. The company is now close to raising new funding, which could value it above $6 billion. Formed in 2023, Lovable helps both professional developers and people without coding skills create apps and websites quickly. CEO Anton Osika stated that word-of-mouth is their biggest source of new customers. Lovable plans to open new offices in Boston and San Francisco and double its current staff of 100 employees.
Three Cheapest Big Tech AI Stocks to Consider
This article highlights three big tech AI stocks considered undervalued based on their PEG ratios: Nvidia, Oracle, and Advanced Micro Devices. Nvidia, a leader in AI accelerators, has a PEG ratio of 0.8 and expects over 35% annual EPS growth. Oracle, now a cloud AI contender, has a PEG ratio under 2 and saw over 20% cloud revenue growth last quarter. AMD, a strong competitor in AI chips, has a PEG ratio below 1 and projects 44% annual EPS growth, with its MI300 series gaining traction. These companies offer significant growth potential at reasonable prices.
Wall Street Analysts Remain Bullish on Nvidia
Wall Street analysts continue to show confidence in Nvidia as the company approaches its third-quarter earnings report. This positive outlook from analysts comes even as some investors are becoming more cautious about the stock. The upcoming earnings report is highly anticipated by the market.
Atrium Mortgage Investment Corporation AI Stock Ratings
Stock Traders Daily Canada provided AI-generated signals for Atrium Mortgage Investment Corporation, ticker AI:CA, on November 18. The ratings show a "Weak" outlook for the near term, "Neutral" for the mid term, and "Strong" for the long term. A short trading plan was suggested near 11.16 with a stop loss at 11.22.
Sources
- Microsoft and NVIDIA will invest up to $15 billion in Anthropic
- Nvidia, Microsoft invest $15 billion in AI startup Anthropic
- Nvidia and Microsoft Pledge Up to $15 Billion to Anthropic
- Anthropic, Microsoft, and Nvidia swap billions in AI deal
- Microsoft and Nvidia to invest up to $15 billion in AI company Anthropic
- Tech giants pour billions into Anthropic as circular AI investments roll on
- The latest circular AI deal stars Anthropic, Nvidia, and Microsoft
- Nvidia, Microsoft invest $15 billion in AI startup Anthropic
- Microsoft, Nvidia to Invest as Much as $15 Billion in Anthropic
- Nvidia, Microsoft invest $15 billion in AI startup Anthropic
- Goldman Sachs pinpoints the 5 stocks that will get the biggest productivity boost from AI
- Best AI productivity beneficiary stocks
- Earnings live: XPeng stock sinks, investors count down to Nvidia earnings
- Encube raises USD $23 million to boost AI for hardware makers
- Stock Traders Ride the Boom in AI to Notch Best Year Since 2005
- AI Startup Lovable Hits $200 Million in Annualized Sales, Set For Fresh Fundraise
- These Are the 3 Cheapest Big Tech AI Stocks: Time to Buy?
- Wall Street analysts are still bullish on Nvidia heading into Q3 earnings, even as investors turn skittish
- (AI) Proactive Strategies (AI:CA) - Stock Traders Daily Canada
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