Microsoft, Nvidia and Anthropic have formed an alliance, with Anthropic committing $30 billion to Azure for its Claude AI ...
Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a US$30 billion commitment by the Claude maker to use Microsoft’s cloud services, the latest high-profile deal binding ...
Microsoft, NVIDIA and Anthropic announced their 'strategic partnership' on Tuesday in a YouTube video featuring the companies ...
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Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock
Microsoft now has strong positioning across multiple secular growth drivers. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin ...
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