Microsoft and Nvidia will invest a combined $15 billion in AI startup Anthropic (Microsoft up to $5bn, Nvidia up to $10bn), with Anthropic committing to buy compute from its new backers and the deal implying an about $350 billion valuation, underscoring the circular capital-compute relationships shaping the AI ecosystem; meanwhile Google launched Gemini 3, but investors remain skeptical—Nvidia, Amazon and Microsoft shares slid, the S&P 500 fell for a fourth straight session and Nvidia’s upcoming earnings are a key near-term market catalyst. Asia-Pacific markets were hit by tech weakness and bitcoin briefly dropped below $90,000; separately, U.S. senators are urging a probe into Trump-linked crypto firm World Liberty Finance over token sales to sanctioned actors, Goldman Sachs flagged a single firm dominating part of the AI supply chain with material upside to 2030 revenue, and EQT is further increasing Asian private-market exposure after raising over $10 billion for its latest fund and planning roughly $930 million for South Korea’s Douzone Bizon.
Microsoft and Nvidia announced they will invest a combined $15 billion in Anthropic (Microsoft up to $5 billion; Nvidia up to $10 billion), with Anthropic committing to buy compute from its new backers and the deal implying an approximately $350 billion valuation per a source. The arrangement reinforces a circular capital-to-compute dynamic in the AI ecosystem and increases direct commercial linkage between Anthropic and two major cloud/hardware providers. Investors responded skeptically: Nvidia, Amazon and Microsoft shares fell and the S&P 500 posted a fourth consecutive down day — the longest streak since August — with Nvidia's upcoming earnings cited as a key near-term market catalyst that could extend the selloff if results disappoint. Goldman Sachs flagged concentration in a corner of the AI supply chain that could materially boost a dominant supplier's 2030 revenue, underscoring asymmetric upside to firms that control compute infrastructure. Macro and regulatory cross-currents add risk and allocation signals: Asia-Pacific tech markets slid, bitcoin briefly dropped below $90,000, U.S. senators urged a probe into Trump-linked World Liberty Finance for token sales to sanctioned actors, and private-equity investor EQT raised over $10 billion for Asia-focused funds and plans a ~$930 million investment in Douzone Bizon — all indicating continued private-market appetite for Asia and heightened regulatory scrutiny in crypto.
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