Markets ▾
Subscribe

BAF NEWS

BAF NEWS

Tech Industry

Latest

November 2025 Anthropic $30B Azure deal: Big bets, bigger compute, and a multi‑cloud twist

The November 2025 Anthropic $30B Azure deal marks a major partnership where Anthropic commits to purchasing $30 billion in Azure compute, with Microsoft and Nvidia investing up to $15 billion. This agreement expands Claude model access on Azure, deepens AI cloud competition, and signals long-term collaboration across cloud providers.
  • No Comments
Nvidia Just Posted a $57B Quarter. Here’s the Twist: It’s Guiding Even Higher.
Nvidia shattered records in Q3 FY2026 with $57B revenue and 62% growth, driven by surging data center demand. The company raised Q4 guidance and gross margin outlook, signaling robust AI momentum. While investor enthusiasm is high, risks now hinge on infrastructure bottlenecks, not demand.
AI Data Center Compute, 2024–2026: Market Size, Concentration, and the Capex Engine
This article analyzes the rapid growth of the AI data center chip market, projected to reach $207B in 2025 and $286B by 2030, driven by hyperscaler investments and surging demand for accelerators. It details vendor concentration, regulatory headwinds, and the evolving landscape shaped by export controls and infrastructure constraints.
Adobe to Buy Semrush for $1.9 Billion, Paying $12 a Share
Adobe has announced a $1.9 billion all-cash acquisition of Semrush at $12 per share, aiming to enhance its marketing cloud with Semrush’s SEO and competitive intelligence tools. The deal, approved by both boards and backed by major shareholders, highlights Adobe’s strategic focus on AI-driven brand visibility and marketing solutions.
Brookfield’s $10B AI Fund Aims to Rewire the Global Compute Economy
Brookfield has launched a $10 billion global AI infrastructure fund, with Nvidia and KIA as founding investors, aiming to scale up to $100 billion in assets across energy, data centers, and compute. This initiative positions private capital at the heart of AI-era infrastructure, influencing where compute capacity and jobs will concentrate globally.
A $45 Billion Alliance: Microsoft and Nvidia’s Anthropic Bet Rewires the Cloud Race
Microsoft and Nvidia are partnering with Anthropic in a deal totaling up to $45 billion, intertwining investments and massive Azure compute commitments. The move expands Claude’s reach as the only advanced AI model available across Amazon, Google, and Microsoft clouds, advancing the multicloud ecosystem for AI and raising competitive stakes.
Gemini 3 Lands in Search: Google’s Full‑Stack Bet at Massive Scale
Google has launched Gemini 3, integrating the AI directly into Search for paying subscribers and highlighting a robust chips-to-cloud strategy. The launch includes a developer preview, an agent-first IDE called Antigravity, and impressive user scale, supported by a $93B AI investment. Access is gated by subscription initially.

Trending in Tech Industry

Stay in the loop