Amazon holds a large Anthropic stake and booked billions in fair-value gains; Anthropic agreed to spend over $100 billion on AWS, supporting AWS demand.
Amazon holds the largest Anthropic stake, booked billions in fair-value gains, and has an agreement where Anthropic may spend over $100 billion on AWS, which supports AWS demand and equity gains.
Alphabet invested billions in Anthropic and committed more cloud capacity and cash, which could boost its cloud and equity upside if Anthropic lists.
Microsoft committed capital and an Azure compute partnership with Anthropic, which expands Azure usage and strategic AI positioning.
Nvidia pledged capital tied to Anthropic and deepened ties with AI labs, which can strengthen demand for its chips and services.
Salesforce has an Anthropic stake that grew to about $5.1 billion and posted a $2.6 billion unrealized gain that lifted adjusted EPS.
Zoom’s small venture investment has become a multibillion-dollar stake, which materially increases its Anthropic exposure and potential upside.
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