Anthropic to Invest $30B in Azure Following Agreement with Microsoft and Nvidia
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Source: TipRanks
Microsoft's New Partnerships: Microsoft announced partnerships with Nvidia and AI startup Anthropic, investing $5 billion in Anthropic and facilitating a $30 billion commitment to Azure cloud services from them.
Collaboration Focus: Nvidia and Anthropic will collaborate to enhance Anthropic's AI models using Nvidia's advanced hardware, marking their first partnership.
Microsoft's AI Strategy: Despite significant investments in OpenAI, Microsoft aims to foster a diverse AI ecosystem rather than favoring a single winner, as stated by CEO Satya Nadella.
Market Outlook for Microsoft: Analysts have a Strong Buy consensus on Microsoft stock, with a price target suggesting a potential upside of 29.4%.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Baseten's Funding Surge Signals Potential IPO
- Funding Overview: Baseten raised $300 million in its latest funding round, achieving a valuation of $5 billion, highlighting its strong appeal in the AI infrastructure sector, particularly with technology that can reduce inference costs by over 40%.
- Revenue Surge: The company's revenue skyrocketed from $2.7 million in 2023 to $15.8 million in 2025, indicating the success of its business model and rapid market demand, which may attract more investor interest.
- Investor Backing: Nvidia's $150 million contribution in this funding round underscores its confidence in Baseten's future development and reflects Nvidia's strategic positioning in the expanding AI market.
- Market Outlook: Baseten's defensible niche and explosive growth make it a potential acquisition target for larger tech companies, and if it remains independent, its IPO prospects are very promising, although investors should be cautious of its high valuation.
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DeepSeek Approved to Purchase Nvidia Chips Amid Regulatory Conditions
- DeepSeek Approval: Chinese authorities have granted DeepSeek the green light to purchase Nvidia H200 AI chips, subject to certain conditions, which could enhance DeepSeek's competitiveness in the AI sector and drive its technological advancements.
- Nvidia's Response: Nvidia CEO Jensen Huang stated in Taiwan that he had not heard of DeepSeek's approval, indicating the company's keen interest in this transaction and reflecting the market's heightened attention to Nvidia's dynamics in the Chinese market.
- Other Company Developments: ByteDance, Alibaba, and Tencent have also received conditional approval to purchase over 400,000 H200 chips, highlighting the rapidly growing demand for AI technology in the Chinese market, which may influence the market strategies of these companies.
- Military AI Controversy: Anthropic and the Pentagon remain at odds over safeguards for technology use, despite the Defense Department awarding a $200 million contract to Anthropic in July, which could impact future AI technology applications and regulatory policies.
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