Anthropic signed a $30 billion deal with Microsoft and Nvidia, leveraging Nvidia’s GPUs for its data center capacity. Anthropic’s partnership with big tech, including Microsoft, signifies a significant development for Nvidia investors. Nvidia will invest up to $10 billion in Anthropic, with Microsoft committing an additional $5 billion for the deal.

Anthropic’s deal with Microsoft includes purchasing $30 billion of computing capacity from Azure and contracting up to 1 gigawatt of additional capacity. Nvidia will supply clusters of Grace Blackwell superchips and chips based on the upcoming Vera Rubin architecture for Anthropic’s AI processing needs. This deal structure provides Nvidia with revenue visibility and customer lock-in.

The partnership with Anthropic is crucial for Nvidia as it diversifies its customer base beyond the hyperscalers, reducing reliance on tech giants like Microsoft, Amazon, and Alphabet. The deal represents Nvidia’s evolution into a full-spectrum platform for AI ecosystems, providing next-generation chips and software for AI models. Rising AI infrastructure spending could drive demand for Nvidia’s data center products.

Investors should consider the potential long-term impact of the deal with Anthropic on Nvidia’s revenue and profit. With growing investments in AI infrastructure, Nvidia has the opportunity to expand its market beyond big tech titans. The deal with Anthropic could be a stepping stone towards Nvidia’s next trillion-dollar milestone, given the accelerating AI infrastructure investments.

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Read more at Nasdaq: Anthropic Just Deepened Its Partnership With Nvidia. Could This Push Nvidia Toward Its Next Trillion-Dollar Milestone?