#AnthropicComputeRace

🚀 The AI compute race is accelerating. Anthropic has secured access to more than 220,000 NVIDIA GPUs and over 300 MW of compute capacity through its partnership with SpaceX’s Colossus infrastructure. Reports also suggest Anthropic is exploring additional compute channels, including Microsoft’s Maia AI chips. 🔹 220K+ NVIDIA GPUs 🔹 300 MW compute capacity 🔹 Multi-cloud strategy across AWS, Google, Microsoft and SpaceX 🔹 Massive expansion to support future AI models The battle for AI leadership is no longer just about better models — it’s about who can secure the most compute. 👀 Will compute power become the ultimate competitive advantage in the AI era? $NVDA #AnthropicComputeRace

$SPACEX IPO ISN’T JUST A LISTING… IT’S A FUTURE BET 🌍🔥 At first glance, the filing looked like another major tech IPO. But the deeper investors looked. the clearer it became this is something entirely different. 👀 This isn’t only about rockets anymore. It’s Elon Musk putting his long-term vision for humanity, AI, and global connectivity into one massive public empire. Some of the revelations inside the filing stunned the market: 💰 Musk could reportedly earn a historic $1 TRILLION compensation package if SpaceX reaches a $7.5 trillion valuation and achieves a self-sustaining Mars population of 1 million people. 🤖 Reports suggest Anthropic one of Grok’s biggest competitors entered a massive ~$45B partnership connected to SpaceX’s COLOSSUS computing network. 📡 Buying SpaceX may also mean indirect exposure to: Starlink, xAI, X, and Grok — all operating within the same expanding ecosystem. 📊 The company generated nearly $18.7B in revenue while continuing to spend aggressively on growth and infrastructure. 🛰️ Despite operating thousands of satellites, reports claim the fleet remains uninsured#NvidiaBeatsButDrops #CoinMoveAlert #OKXPizzaDay

SpaceX has submitted an S-1 filing, revealing its possession of 18,712 Bitcoin, valued at approximately $1.29 billion as of March 31, 2026. According to NS3.AI, the filing indicates that a potential listing could value SpaceX at around $1.75 trillion. Additionally, the filing disclosed a binding agreement with Anthropic for compute services, valued at nearly $45 billion over the next three years. #SpaceXBitcoinHoard #TrillionDollarIPOs #CryptoMomExitsSEC

THE AI WAR JUST ENTERED ITS MOST DANGEROUS PHASE #OpenAIvsAnthropic Two AI giants. Two completely different strategies. And now… the entire market is forced to choose a side. OpenAI dominates consumer attention with over 900 million users and a rumored Q4 IPO targeting an eye-watering $852B valuation. Meanwhile, Anthropic is quietly becoming the monster hiding behind enterprise AI. 32% enterprise market share. 3x revenue growth. And whispers of a potential $900B raise. This is no longer just a competition between AI models. It’s a battle between two visions of the future. Bet on OpenAI if you believe scale is everything. Hundreds of millions of users. Global brand dominance. Consumer mindshare so massive it becomes impossible to replace. But bet on Anthropic if you believe the real money lives inside enterprise contracts, sticky clients, and premium AI infrastructure quietly powering the corporate world. And then came the moment that changed everything: Microsoft officially ended its model exclusivity with OpenAI in 2026. That single move shattered the illusion that the AI race already had a winner. Now the battlefield is wide open again. Capital is rotating. Narratives are colliding. And traders are no longer just watching the AI war… They’re trading it. Both OpenAI and Anthropic now have Pre-IPO perpetual contracts available on OKX, allowing traders to speculate on valuation swings without owning a single share. No venture capital. No private equity access. Just pure market conviction. This isn’t just another tech rivalry anymore. It’s becoming the financialization of the AI future itself. And the scariest part? The winner of this war may end up controlling the next generation of the internet. $ANTHROPIC $OPENAI

But this time, the narrative is bigger than normal AI tokens. OKX bringing attention to $OPENAI, $ANTHROPIC and $SPACEX changed the psychology. Now traders are not only chasing crypto AI. They are chasing the idea that private tech, pre-IPO speculation and on-chain markets are merging. That is why attention is spreading across: $OPENAI $ANTHROPIC $SPACEX $VIRTUAL $AIXBT $AI $FET $RENDER $TAO $NEAR $ICP $IO This is a powerful basket. But powerful does not mean safe. AI narratives move fast because they combine three things: Future hype. Retail imagination. High volatility. That is why the upside can be explosive, but the exits can be brutal. The healthier AI-related names are the ones with broader infrastructure stories: $RENDER for compute. $TAO for decentralized intelligence. $FET for agents. $NEAR for AI applications. $ICP for on-chain compute. $LINK and $PYTH for data. The more emotional zone is: $OPENAI $ANTHROPIC $SPACEX $VIRTUAL $AIXBT $AI These can attract massive attention, but when a trade becomes too crowded, the market starts hunting late buyers. That is the real risk. AI is not dead. AI is not guaranteed. AI is a liquidity magnet. And in this market, liquidity magnets can pump hard and reverse faster than expected. The play is not to blindly chase every AI candle. The play is to separate narrative strength from emotional FOMO. Because the market may love AI. But the market loves liquidations even more. #USTreasuryHits19YrHigh #SamsungStrikeBegins

𝗢𝗞𝗫 𝗜𝘀 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗜𝗻𝘁𝗼 𝗮 𝟮𝟰/𝟳 𝗖𝗿𝘆𝗽𝘁𝗼 𝗠𝗮𝗿𝗸𝗲𝘁 This is bigger than tokenized stocks. OKX is building a new layer where stocks, commodities, AI, chips, crypto equities and pre-IPO names trade inside one crypto-native market. That is why #StocksGoOnChain matters. Gold and silver are already represented through $XAU and $XAG . Oil exposure is live through $CL , $BZ and $USO . Broader market risk appears through $SPY and $QQQ , while Korea and chip-cycle exposure show up through $EWY . But the real battlefield is AI hardware. $NVDA is the face of the AI chip trade. $AMD is the challenger. $TSM is the manufacturing backbone. $ARM powers the architecture layer. $MU , $DRAM , $WDC and $SNDK sit inside the memory and storage cycle. $INTC , $QCOM , $MRVL , $AVGO and $COHR show how deep the semiconductor chain goes. Then comes the software and cloud layer: $AAPL , $MSFT , $GOOGL , $AMZN , $META , $ORCL and $PLTR . The crypto-linked equity layer is even more interesting: $MSTR is the Bitcoin treasury bet. $COIN is exchange infrastructure. $HOOD is retail trading access. $CRCL is the stablecoin infrastructure trade. $BMNR brings mining exposure back into the picture. And now OKX has the explosive pre-IPO layer too: $OPENAI , $ANTHROPIC and $SPACEX . This is where things get serious. Retail used to wait for Wall Street to open the IPO door. Now traders can price AI, space, chips, gold, oil, Bitcoin equities and mega-cap tech in one environment. That changes market psychology. Crypto is no longer only trading crypto. It is absorbing TradFi. #StocksGoOnChain is not just a hashtag. It is the early version of one global liquidity layer. #StocksGoOnChain #TradeAIStocksOnOKX

AI Coins — The Trillion Dollar Bet Nobody’s Pricing While retail watches $BTC candles, the AI sector quietly built the strongest narrative of 2026. And almost nobody is positioned for what’s coming. The Setup: NVIDIA reports earnings May 20. $78.8B revenue expected. Another beat = AI thesis confirmed. Every AI token reprices instantly. But here’s what people miss: AI coins aren’t just NVIDIA proxies. They’re betting on decentralized AI infrastructure — the part Big Tech can’t fully control. The Players: 🚀 $TAO (Bittensor) — The “Bitcoin of AI.” Decentralized model training network. Real revenue, real usage, real subnets generating value. 🚀 $RENDER — Distributed GPU compute. As demand explodes, supply networks like Render matter more. 🚀 $FET Fetch.ai) — AI agents on-chain. The autonomous agent narrative is just starting. 🚀 $WLD (Worldcoin) — Sam Altman’s bet on proof-of-humanity in an AI world. Why Now: → NVIDIA earnings May 20 = catalyst → OpenAI Q4 IPO at $852B valuation → Anthropic eyeing $900B raise → Microsoft ended OpenAI exclusivity = competition opens → Every major sovereign building national AI strategies The macro story: AI infrastructure is the new oil. Whoever owns the compute and data layers wins the next decade. The Brutal Reality: Most AI tokens won’t survive. 90% are vaporware riding the narrative. But the 10% that have real product-market fit could 10-50x. The trick is filtering. Look for: ✅ Real revenue, not just promises ✅ Active developer community ✅ Compute or data utility ✅ Token has actual function, not just speculation Trade Angles: 🟢 Accumulate during fear, not euphoria 🟢 Diversify across 3-4 quality names, not all-in on one ⚠️ Watch NVDA earnings — direct correlation ⚠️ Avoid pure AI memes — they die first Bottom Line: The AI revolution is happening with or without crypto. But crypto-AI gives retail a way to participate in the infrastructure layer that VCs are locked out of. #FedMeetsNVIDIAMay20 #OpenAIvsAnthropic #StocksGoOnChain

🚀💹 Global AI Compute Race Intensifies Anthropic is reportedly expanding its access to large-scale computing power, with more than 220,000 NVIDIA GPUs and around 300 MW of total infrastructure capacity through partnerships involving high-performance clusters, including SpaceX-associated Colossus systems. The company is also diversifying its hardware ecosystem, with potential interest in Microsoft’s Maia AI chips alongside its existing compute partners. 🔹 220K+ NVIDIA GPUs deployed 🔹 ~300 MW of total compute capacity 🔹 Multi-cloud + hybrid infrastructure approach (AWS, Google, Microsoft, SpaceX ecosystem) 🔹 Rapid scaling to support next-generation AI workloads This trend underscores a major shift: competitive advantage in AI is increasingly driven by access to compute at scale, not just algorithmic improvements. 👀 The real question is whether compute availability will become the ultimate strategic advantage in the AI era. $NVDA 💹

If you do some basic math on the Anthropic/SpaceX deal, you realize that SpaceX is making ~50% margin after depreciation, which is incredible. Shows you where the leverage was. A stark contrast to 2 years ago when neoclouds were selling GPUs at 0% margin.

$2Z Ye *2Z/USDT 3D chart* hai. "New" tag laga hai, matlab recently list hua hai. Chal iska analysis karte hain: 1. *Current Situation* - *Price*: 0.11304, aaj +0.15% up hai. 24h high 0.11984 ke bilkul neeche hai. - *Trend*: March 2026 ke 0.06551 low se solid recovery hui hai. Abhi higher highs aur higher lows bana raha hai. - *MAs*: Price MA5 0.10238, MA10 0.09597, MA20 0.08837 sabke upar hai. MAs bhi upward sloped hain, ye strong bullish sign hai. 2. *Key Levels* Level Type Note **0.11984** Immediate Resistance 24h high, yahi pe abhi ruk gaya hai **0.12000** Psychological Resistance Round number, short term target **0.14000** Major Resistance Pehle ka swing high area **0.10238** Immediate Support MA5, short term hold level **0.09597** Major Support MA10, pullback ka limit **0.06551** Strong Support Recent bottom, trend invalidation level 3. *Analysis* - *Structure*: Nov 2025 me 0.20080 se dump hua, phir March 2026 me 0.06551 pe bottom bana. Uske baad se clean uptrend chal raha hai. Har dip pe buying aayi hai. - *Momentum*: Price sabhi MAs ke upar hai aur MAs bhi upward hain. 30D me +37.55%, 90D me +55.48% up hai, matlab momentum buyers ke saath hai. - *Volume*: Recovery ke saath volume bhi badh raha hai. 24h vol 7.97M 2Z hai, liquidity abhi decent hai new token ke liye. - *Risk*: 0.12 zone psychological resistance hai. Yaha profit booking aayegi. Agar break nahi hota to 0.102-0.096 tak pullback aa sakta hai. 4. *Next Target* Agar 0.11984 aur 0.12000 ko 3D close ke saath break karta hai: 1. *Short term target*: 0.14000 - purana supply zone 2. *Medium term target*: 0.16000 - 0.18000, agar momentum continue raha 3. *Extension*: 0.20080 retest possible hai, lekin ye strong resistance hai Agar reject hota hai to support 0.10238, uske neeche 0.09597 tak pullback aayega. 0.06551 ke neeche 3D close hua to trend break ho jayega. --- *Note*: Ye new/low-cap token hai, isme volatility aur slippage bohot zyada hoti hai. #AnthropicComputeRace #BTCReserveCodified

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chips, per The Information. The move would further deepen Microsoft’s relationship with Anthropic, after Microsoft pledged up to $5B to the company, Anthropic committed $30B in Azure spending, and Microsoft began reselling Claude through Azure. The chip angle matters because Maia is being positioned as a lower-cost option than Nvidia’s $NVDA GPUs for certain inference workloads, rather than a replacement for frontier AI training. Anthropic already uses chips from Amazon $AMZN, Google $GOOGL, and Nvidia $NVDA, and Microsoft now wants Maia to become part of that mix. 2. Nvidia $NVDA PT's were raised across the street with the highest of $500 at Baird. The firm says Nvidia continues gaining market share in AI inferencing and across hyperscalers, while adoption of the upcoming Vera Rubin platform at frontier model companies is expected to exceed that of Blackwell. Baird also believes Vera’s standalone performance could significantly outperform traditional x86 CPUs, opening an additional $200B TAM opportunity for Nvidia, which already has visibility into nearly $20B in CPU revenue this year alone. Looking ahead, the firm expects annual AI infrastructure spending to grow from over $1T in 2027 to roughly $3–4T by 2030 as agentic AI proliferates across industries, while reiterating Nvidia as one of its top investment ideas. 3. U.S. initial jobless claims came in at 209,000, slightly below expectations of 210,000, signaling the labor market remains relatively stable. 4. OpenAI reportedly generated about $5.7B in Q1 revenue, roughly $1B ahead of Anthropic, per The Information. Anthropic could narrow that gap quickly, with its recent annualized revenue reportedly nearing $45B compared to OpenAI’s $25B annualized run rate in February. Anthropic is also projecting nearly $11B in Q2 revenue and about $600M in operating profit. OpenAI’s Q2 outlook was not reported, but The Information said growth has been supported by Codex, enterprise sales, ad tests, GPT-5.5, and image generation. 5. Walmart $WMT reported earnings this morning, with EPS of $0.66 coming in line with expectations and revenue of $177.8B beating estimates of $175B. Despite the revenue beat, the stock fell 7% after the company lowered guidance and warned it would raise prices on certain consumer goods. 6. Starbucks $SBUX has reportedly retired a worker-facing AI tool designed to automate inventory counts and help address product shortages, according to Reuters. The program was shut down this week, just nine months after being rolled out across North American stores. 7. A reported draft agreement between the U.S. and Iran has reportedly been reached through Pakistan-mediated talks, with an official announcement expected within hours. The deal is said to include an immediate comprehensive ceasefire across all fronts, along with commitments from both sides not to target infrastructure. The agreement would also guarantee freedom of navigation through the Persian Gulf and Strait of Hormuz under a joint monitoring mechanism. In exchange for Iran’s compliance, sanctions would reportedly be gradually lifted, while negotiations on unresolved issues are expected to begin within seven days. 8. $AMD AMD announced more than $10B in investments across Taiwan’s ecosystem to expand advanced packaging capacity and accelerate next-generation AI infrastructure deployments. The company highlighted products ranging from its 6th Gen EPYC CPUs, codenamed “Venice,” to its Helios rack-scale AI platform featuring Instinct MI450X GPUs, with multi-gigawatt deployments expected to begin in the second half of 2026. AMD also said it reached another key production milestone with TSMC, as Venice EPYC CPUs are now ramping on TSMC’s 2nm process technology in Taiwan, with future plans to expand production to TSMC’s Arizona fabrication facilities. 9. The U.S. is preparing to award $2B to nine quantum companies through the CHIPS and Science Act while also taking minority equity stakes. IBM is expected to receive $1B, GlobalFoundries $375M, and other recipients including $QBTS D-Wave, $RGTI Rigetti, $INFQ Infleqtion, Atom Computing, PsiQuantum, and Quantinuum are expected to receive $100M each. Diraq is expected to receive $38M. The deals would combine grants with government equity stakes, though they still need to be finalized. 10. The Pentagon is testing AI models from OpenAI, Google, and others as it looks for alternatives to Anthropic’s Claude, per Bloomberg. The tests began in March with 25 heavy users of the Defense Department’s AI tools across five military theater commands. The move follows Defense Secretary Pete Hegseth designating Anthropic as a supply-chain risk over its model guardrails, a designation Anthropic is now challenging in court. Claude is currently used heavily in the Pentagon’s Maven Smart System, including classified operations. 11. Oura, the maker of the popular smart ring, has reportedly filed confidentially for an IPO and plans to go public later this year, per Bloomberg. The company’s growth is the main story: revenue is expected to reach $1.5B in 2026, up from $500M in 2024, while total rings sold have climbed to 5.5M from 2.5M in mid-2024. Oura was last valued at $11B. 12. A Bank of America survey shows investors are increasingly worried the Federal Reserve may need to raise interest rates again. According to the survey, 14% of investors believe conditions for a hike are already in place, while 38% think the Fed would tighten policy if core inflation rises to 3.5%–4%, regardless of labor market strength. Overall, more than half of respondents see rate hikes as possible under certain inflation scenarios, reflecting renewed concern about persistent inflation pressure. I will also be launching a product tomorrow morning at 10AM EST that I think many retail investors will enjoy. 100% free. See you then! WALL STREET IS THE GREATEST SHOW ON EARTH.

SCOOP: Anthropic is in talks to use Microsoft's Maia 200 chips for inference, and has been upping its spending on Azure as its customers surge. Talks are early, but would be a coup for Microsoft's in-house chip effort.

Seeing the news that Anthropic is going to use Maia made me think… At this point, does performance even matter as long as the chip works decently well? How can they use Maia? Maybe you can just go to TSMC, ask them to make a reasonably functional chip, and sell it to Anthropic… lol What exactly is the moat for ASICs?

ANTHROPIC EYES MICROSOFT CHIPS Anthropic is in early talks to rent Azure servers powered by $MSFT’s Maia AI chips, per The Information. This would deepen a relationship that is already moving fast: Microsoft has pledged up to $5B to Anthropic, Anthropic committed $30B of Azure spend, and Microsoft is reselling Claude through Azure. The chip angle matters because Maia is being pitched as cheaper than Nvidia for some inference workloads, not as a frontier training replacement. Anthropic already uses Amazon, Google, and Nvidia chips. Now Microsoft wants Maia in that mix.

Anthropic is reportedly in talks to rent servers powered by $MSFT Maia AI chips as it looks for more compute to run Claude. This shows how severe the AI compute shortage still is with frontier labs needing every viable source of capacity they can get.

MICROSOFT CLAIMS MAIA 200 IS MORE COST-EFFECTIVE THAN NVIDIA CHIPS FOR CERTAIN INFERENCE JOBS.

MICROSOFT CLAIMS MAIA 200 IS MORE COST-EFFECTIVE THAN NVIDIA CHIPS FOR CERTAIN INFERENCE JOBS.

OKX Pre-IPO Perps — 8 Companies Trading Before Wall Street Most retail thinks they can’t access pre-IPO companies. Wrong. While brokers gate this behind millionaire status, OKX quietly listed perpetual contracts on the biggest private companies on earth. Trade them today. 24/7. With leverage. 🚀 Mega Pre-IPOs $SPACEX — The $1.75T monster. IPO June 11. Trading on-chain weeks before Nasdaq. $OPENAI — $852B valuation. Q4 IPO. 900M users. AI consumer king. $ANTHROPIC — $900B raise target. 32% enterprise AI share. 💎 Just-IPO’d $CBRS — AI chip startup. On-chain perps led the price discovery. 📊 Tradable Stock Perps $NVDA — Most important stock on earth. 24/7 trading. $QCOM — Mobile + AI chips. Earnings catalyst. $CSCO — Networking giant. AI infrastructure backbone. $NBIS — Pure AI cloud play. Why This Changes Everything: ✅ No brokerage account needed ✅ No accredited investor status ✅ Trade weekends, nights, holidays ✅ Leverage up to 10x ✅ Front-run institutional flows The Trading Edge: When SpaceX IPOs June 11, every passive index fund globally is forced to buy. That move is already being priced on OKX right now. CBRS showed the playbook: on-chain perps front-ran Nasdaq by 2 weeks. Trade Angles: 🚀 Long $SPACEX before June 8 roadshow 🎯 Pair trade $OPENAI vs $ANTHROPIC 📊 Long $NVDA into May 20 earnings ⚠️ Watch $CBRS sell-the-news risk The Bigger Picture: For 100 years, Wall Street decided who got pre-IPO access. Goldman handed it to clients. Retail waited. Now? Crypto rails opened the door. Anyone with USDT can position before institutional money rotates in. The middlemen are dying. They just don’t know it yet. Risk Reality: ✅ Pre-IPO perps are volatile ✅ Pricing can disconnect from eventual IPO ⚠️ Size small until you understand the product ⚠️ Don’t blindly long assuming all pump Bottom Line: OKX gave retail something Wall Street never wanted to share — pre-IPO access. The biggest companies of the next decade are tradable on the platform you already use. #FedMeetsNVIDIAMay20 #StocksGoOnChain

The Week That Broke the Bull Thesis — A Wall Street Recap 22 years on the desk. One of the most consequential weeks I’ve seen. Three storylines defined it. 1. #RateHikeBackOnTable — Death of the Pivot Trade 30-year yields hit 5.20%, highest since 2007. Timiraos confirmed cut talk dead. 80%+ odds of hikes priced in. Warsh takes over with hawkish history. Long-pivot trades vaporized. Hit: $BTC, $ETH, $SOL, $NVDA, $QCOM, $SOXL, $SPACEX Winners: $USDT, $USDC, $USDG, $XAUT 2. #SpaceXHolds18KBTC — Corporate BTC Goes Vertical S-1 dropped. $1.75T-$2T June 11 IPO. Bombshell: 18,712 BTC ($1.29B) on balance sheet. Saylor’s playbook validated at $2T scale. Every Fortune 500 CFO has new agenda item. Winners: $BTC, $STX, $BABY, $WBTC, $SPACEX (+7%), $NVDA, $CSCO 3. #AnthropicComputeRace — The AI Empire $200B+ compute contracts locked across NVIDIA, Google TPU, AWS Trainium, Microsoft Maia, Fluidstack. Five chips. Zero single points of failure. Centralized scarcity = decentralized demand. Winners: $TAO, $RENDER, $AKT, $FET, $ANTHROPIC, $NVDA, $MSFT Other Stories #HYPEShortSqueeze — $HYPE ATH, a16z whale up $33M, retail shorts wiped #CFTCDefendsPredMarkets — Federal preemption. $LINK, $ETH benefit #StocksGoOnChain — SEC exemption coming. $ONDO, $PROS positioned #TrillionDollarIPOs — $SPACEX + OpenAI = $2.75T entering markets #OKXPizzaDay — 16 years since Laszlo. $BTC at $80K vs $0.003 in 2010 Macro Picture Stagflation cooking. Bond market screaming. Fed hawkish. AI compute consolidating. Trillion-dollar IPOs incoming. HYPE, $JUP, $AAVE). The Brutal Truth Smart money moved this week. Harvard exited $ETH. Goldman cut crypto 70%. Saylor paused $BTC buys. They saw bond yields. Bonds are smarter than crypto traders. Bottom Line This week killed “Fed cuts inevitable.” Validated corporate BTC. Crowned Anthropic AI compute king. Three structural shifts in five days. Market hasn’t fully priced any. Next week: $NVDA earnings May 20. SpaceX roadshow positioning. Reduce leverage. Keep stables ready. Watch bonds.

The Information: Anthropic Reportedly in Talks to Use Microsoft AI Chips : Discussions underway to lease servers based on Microsoft's in-house designed AI chip 'Maia' to address rising AI demand : Talks remain at an early stage and may not result in an actual agreement : MS pursuing reduced Nvidia dependence and building its own AI chip ecosystem similar to Google TPU and Amazon Trainium : Maia focuses on reducing inference costs and improving speed for existing models rather than training new models : MS has demonstrated cost savings on Copilot tools — which run on OpenAI and Anthropic models — through Maia 200 : Anthropic expects to coordinate with MS to reflect its own requirements in the design process of next-generation Maia chips : MS is one of Anthropic's largest customers, with Claude model usage for powering Copilot reaching at least $500M : MS announced plans late last year to invest up to $5B in Anthropic; Anthropic has committed a total of $30B in spending on Azure : MS has recently allocated additional existing Nvidia server resources to Anthropic and is also building out dedicated new server clusters