Nvidia and Microsoft Land a Multibillion-Dollar Anthropic Partnership. Which Stock Benefits Most? | The Motley Fool

Nvidia and Microsoft Land a Multibillion-Dollar Anthropic Partnership. Which Stock Benefits Most? | The Motley Fool

By Patrick Sanders, The Motley Fool
Publication Date: 2025-11-18 17:00:00

Deals with Nvidia and Microsoft will expand the availability of Anthropic’s Claude large language model.

A start-up artificial intelligence company is making headlines today after announcing deals with two of the world’s largest tech companies. Anthropic is securing $5 billion from Microsoft (MSFT 3.00%), while leading chipmaker Nvidia (NVDA 1.32%) is investing $10 billion in the latest deals to fuel AI’s rapid expansion.

Both companies have high hopes that the deals with Anthropic, an AI research company valued at over $180 billion, will strengthen their market-leading positions. But which stock is the better buy following these transactions?

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Current Price

$184.14

About the deals

The partnerships among the three companies were announced in a blog post on Nov. 18. In short, Anthropic will scale up its Claude AI…