Jim Cramer Says 'This Is Not A Circular Deal' As Amazon, Anthropic Lock In Massive $100 Billion AI Pact: 'Isn't It Possible That Everyone Wins?' [Yahoo! Finance]
NVIDIA Corporation (NVDA)
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Source: Yahoo! Finance
Amazon-Anthropic Deal Locks In $100 Billion AI Spending Amazon said Anthropic has committed to spending more than $100 billion on its cloud platform, Amazon Web Services , over the next decade to support the training and deployment of advanced AI models. The agreement includes access to Amazon's upcoming Trainium3 chips, expected to come online later this year. The tech giant is also deepening its financial ties with Anthropic, announcing an additional $5 billion investment, with up to $20 billion more tied to performance milestones. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast This builds on the $8 billion Amazon had already invested in the company. ‘Circular AI Deals' Raise Questions Across Industry The structure of the deal has sparked debate because it resembles what analysts describe as "circular" arrangements
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News
- Nvidia backs Vast Data in $1 billion round at $30 billion valuation [Yahoo! Finance]Yahoo! Finance
- Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks [Yahoo! Finance]Yahoo! Finance
- One new clue that Nvidia's Jensen Huang and TSMC are right about AI demand strength [Yahoo! Finance Canada]Yahoo! Finance Canada
- Nvidia backs AI company Vast Data at $30 billion valuation [MSNBC.com]MSNBC.com
- One new clue that Nvidia's Jensen Huang and TSMC are right about AI demand strength [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 2/25/26 - Beat
NVDA
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/24/26 - Form 4
- 3/20/26 - Form 4
- NVDA's page on the SEC website