At the recent Microsoft Ignite conference, Microsoft, Anthropic, and Nvidia jointly announced a $45 billion investment collaboration. According to a joint statement released by the three parties, Anthropic will invest $3 billion in Microsoft to gain access to Azure computing capabilities supported by Nvidia. Although this investment is not enough to bring Anthropic's computing power up to 1GW, the statement mentioned that the contract includes options for future expansion.

In this deal, Nvidia and Microsoft will also return value to Anthropic, investing $1 billion and $500 million respectively. This cyclical investment not only allows Anthropic to obtain more computing resources but also means that Microsoft will need to purchase more Nvidia chips, thus promoting the economic interests of all three parties.

According to the statement, Anthropic will collaborate with Nvidia to design future computing architectures to better support its workloads. At the same time, Anthropic's models have entered the public beta phase on Microsoft Foundry, and this collaboration will also promote further application of Anthropic in Microsoft 365, such as in Excel, where Agent Mode can now choose to use the Claude model alongside ChatGPT.

Notably, despite expanding its cloud services, Anthropic still considers Amazon Web Services (AWS) as its primary cloud service provider and training partner. This decision is similar to OpenAI's approach, which gradually reduced its relationship with Microsoft after becoming profitable.

As this collaboration progresses, the industry generally believes that we are currently in a bubble period for AI investments. According to insiders, the agreement between Anthropic, Microsoft, and Nvidia has caused its valuation to surge from $183 billion two months ago to about $350 billion. Although this rapid valuation growth is impressive, as long as investors still hold hope for this dream, everything will continue to move forward.

Key Points:   

🌟 Microsoft, Anthropic, and Nvidia announced a $45 billion circular investment agreement to boost AI computing capabilities.   

💡 Anthropic will collaborate with Nvidia to design future computing architectures, while expanding its applications in Microsoft 365.   

📈 This agreement caused Anthropic's valuation to surge from $183 billion to $350 billion, sparking discussions about the AI bubble in the industry.