Andy Halliday

Now, we track these major players and Microsoft and Nvidia are announcing today a new strategic partnership with Anthropic.

So, I'm a big fan of Anthropic and I think they certainly deserve the investment that's being made in them by Microsoft and NVIDIA.

together almost $15 billion being put by Microsoft and NVIDIA together with that AI startup and pledging $30 billion in Azure cloud commitments as part of the deal.

So NVIDIA is putting $10 billion in, Microsoft adding $5 billion to Anthropic at a valuation of $350 billion.

So now Anthropic...

has a small, small fraction of the number of users that OpenAI does.

And OpenAI is reputed to be valued at 500 billion.

Well, in this scale, the difference between 350 billion and 500 billion is not that great.

These numbers can kind of float around out there, but it's order of magnitude, the very same kind of extremely high valuation for Anthropic.

I think deservedly so.

Analysts say Anthropic is doing a better job of managing costs and revenues in a way that it will reach profitability and positive cash flow much sooner than OpenAI will.

So there's some justifications for all that.

But I think it's very interesting that Anthropic has been supported by and is invested by Amazon for quite a while.

So you can get Anthropics models on Amazon's AI platforms.

But now you'll also be able to get Anthropic models.

in the Microsoft Azure cloud.

And then NVIDIA is playing along here, and they're talking about developing new chips specifically optimized for cloud.

And so really excited about that news, even alongside the huge splash that Gemini has made.

Wait, wait, wait, wait, wait.

I just want to toss out a couple of small news items.