Steve Kovac

Technology reporter providing on-the-ground reporting from conferences and breaking coverage of AI deals and cloud partnerships.

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Nov 18, 2025 • 48min

SOTS 2nd Hour: Nvidia/Microsoft/Anthropic Deal Details, AI Bubble Fears, & The Home Depot Breakdown 11/18/25

Steve Kovac, a technology reporter adept at breaking AI coverage, dives into the recent $30 billion Azure commitment from Anthropic alongside substantial investments from Nvidia and Microsoft, elevating Anthropic's valuation to $350 billion. The discussion probes into concerns about an AI bubble as warnings emerge regarding overvaluation. Additionally, they explore the implications of Home Depot's mixed results on retail outlook and hints from Jensen Huang regarding Nvidia's upcoming earnings.

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