Bloomberg Intelligence Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic
Nov 18, 2025
Drew Redding, a Bloomberg Intelligence analyst specializing in U.S. homebuilding, discusses Home Depot's struggles with weakening consumer demand and its effects on the housing market. Abigail Gilmartin, a footwear and athleisure analyst, highlights Amer Sports' record sales driven by demand for Salomon footwear and its strategic responses to market challenges, including premium pricing tactics. Together, they explore the intriguing dynamics of retail and housing sectors amid shifting consumer behaviors.
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Anthropic Is A Frontier LLM Needing Big Partners
- Anthropic is one of five frontier LLM developers competing with Google, OpenAI, Meta, and XAI.
- It needs massive cloud and GPU partnerships because it lacks Google/Meta-sized balance sheets.
Huge Cloud And Compute Bets Drive LLM Alliances
- Microsoft and Nvidia committed up to $15 billion combined to Anthropic, signaling compute and cloud tie-ups.
- Anthropic committed to buy $30 billion of Azure compute capacity, deepening cloud-provider dependencies.
Meta's Solo Strategy Creates ROI Questions
- Meta is pursuing its own internal compute strategy without a cloud business or public investment deals.
- That raises questions about Meta's ROI versus providers that monetize third-party compute deals.