Microsoft and Nvidia invest $15B in Anthropic, valuing the Claude AI startup at $350B. Deal includes $30B Azure compute purchase and Nvidia partnership.

SoftBank unloaded $5.8 billion in Nvidia shares as part of a broader $40 billion bet on OpenAI, fueling fears of an AI bubble.

The companies said the deal will broaden enterprise model choice as the hyperscaler rolls out a series of agentic AI updates across its portfolio.

In the deal announced Tuesday, Nvidia and Microsoft will invest up to $10 billion and as much as $5 billion, respectively, in AI developer Anthropic ( ANTH.PVT ). Anthropic will buy $30 billion of compute capacity from Microsoft Azure, and Anthropic and Nvidia will collaborate on design and engineering, the companies said.

Japanese technology giant SoftBank says it has sold its stake in Nvidia, raising $5.8 billion to pour into other investments.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Microsoft and Nvidia are planning to invest up to $15 billion in total in Anthropic, in the latest AI-driven tie-up that also includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services.