AI Investments Soar Despite Stock Slump: Microsoft, Nvidia Back Anthropic in $15B Deal
Money continues to flow into artificial intelligence companies even as AI stocks struggle. Microsoft and Nvidia are leading the latest wave, committing a combined $15 billion to Anthropic, a competitor to OpenAI. The deal highlights a growing pattern in the AI sector: major companies invest in startups while simultaneously selling services back to their investors. Despite the excitement, the broader market remains cautious.
Not all AI developments revolve around investment. Google recently unveiled Gemini 3, its newest AI model, promising improved insight with less reliance on prompts. Sundar Pichai, CEO of Alphabet, emphasized that Gemini 3 aims to deliver more accurate and context-aware responses. The update follows eight months after the release of Gemini 2.5, reflecting Google’s rapid push to innovate in AI.
Investor skepticism continues to weigh on major tech names. Nvidia, Amazon, and Microsoft all posted declines on Tuesday, contributing to the S&P 500’s fourth consecutive day of losses—the longest stretch since August. Analysts warn that Nvidia’s upcoming earnings report could determine whether the market slump extends, given its dominant position in the AI sector.
Meanwhile, U.S. Senators are calling for an investigation into World Liberty Finance, a Trump-linked crypto firm. Allegations suggest the company sold tokens to high-risk entities, including a North Korean hacking group and an Iranian crypto exchange. This development adds to ongoing concerns about transparency and regulation in the digital finance space.
Beyond public markets, private investors are eyeing growth in Asia. EQT, a leading global private equity firm, is expanding its presence, targeting early-stage Chinese deals and South Korea’s enterprise software sector. With $10 billion raised for its latest fund and plans to invest nearly $1 billion in Douzone Bizon, EQT underscores Asia’s role as a key growth engine for private equity and infrastructure investment.
source: CNBC