Bloomberg Tech Microsoft, Nvidia Commit $15 Billion to OpenAI Rival
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Nov 18, 2025 
Anton Osika, CEO of Lovable, shares insights on his company’s explosive growth, reaching $200 million in ARR and plans for U.S. and European expansion. Tyler Kendall, a Bloomberg reporter, discusses the tech implications of the Crown Prince's visit to the White House, focusing on chip exports and investment dynamics between the U.S. and Saudi Arabia. The conversation also touches on the strategic $15 billion investments by Microsoft and Nvidia in AI startup Anthropic, highlighting a competitive landscape in artificial intelligence.
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Big Tech Uses Investments To Lock In AI Supply
- Microsoft and NVIDIA each invested in Anthropic to secure cloud and chip demand while diversifying beyond OpenAI.
- These circular deals increase vendor interdependence and market anxiety despite expanding capacity commitments.
Everyone Is Partnering With Everyone Else
- Anthropic, OpenAI and others are forming overlapping partnerships with cloud and chip providers.
- The result is industry-wide 'yes-and' relationships where everyone taps everyone else until the market clarifies winners.
Gemini 3 Targets Higher-Order Reasoning
- Google released Gemini 3 claiming improvements in coding and human-like reasoning.
- The model includes a premium tier for more intensive reasoning use cases at a high monthly price.