The Information's TITV Microsoft & NVIDIA Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 2025
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Nov 18, 2025 
Jessica Lessin, Editor-in-Chief of The Information, dives into the major AI moves from Microsoft and NVIDIA, revealing a new partnership with Anthropic and discussing Jeff Bezos's AI startup, Prometheus. Erin Woo provides insights on Google’s Gemini 3.0, touching on its integration across platforms and user feedback. Catherine Perloff highlights Pinterest's cautious approach to generative AI and its impact on user experience. Lastly, Paul Kedrosky discusses the growing corporate debt in AI capital expenditure and the macro risks involved.
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Multilateral AI Ecosystem Emerges
- Major AI players are forming cross‑dependencies where cloud providers, chipmakers, and model labs both invest in and buy from each other.
- This multilateral ecosystem reduces single‑vendor dominance but raises systemic compute and financing risks.
Anthropic And OpenAI Diverge Strategically
- Anthropic and OpenAI follow divergent strategies: Anthropic focuses on efficiency and enterprise, OpenAI on broad consumer and business growth.
- Their differing compute forecasts and fundraising approaches reveal distinct bets on cost and scale.
NVIDIA Reasserts GPU Dominance
- NVIDIA's investment and technical collaboration with Anthropic signals a push to keep its GPUs central to frontier model training.
- That complicates AWS and Google's pitch that their in‑house chips are essential for top AI labs.