Microsoft, Nvidia and Anthropic Reveal New Partnerships

Bloomberg's Caroline Hyde and Ed Ludlow discuss investor expectations ahead of Nvidia's earnings report. Nvidia CEO Jensen Huang and Tesla CEO Elon Musk are set to speak at the US-Saudi Investment Forum. Additionally, Brookfield Asset Management aims to secure $10 billion in commitments for a global AI infrastructure program in partnership with Nvidia and Kuwait's wealth fund.

Microsoft has issued a warning regarding its AI feature, Copilot Actions, which is currently disabled by default in Windows. Critics have raised concerns about the potential risks of this feature, including the possibility of infecting machines and stealing sensitive data. The company has yet to clarify how long this default setting will remain in place.

A closed-door workshop led by Anthropic and Stanford brought together leading AI startups and researchers to discuss guidelines for chatbot companions, focusing particularly on their use by younger users. The meeting aimed to establish best practices to ensure safety and effectiveness in AI interactions.

SQL Server 2025 has been officially announced at Microsoft Ignite 2025 and is now generally available. After a public preview since May 2025, the release includes highly anticipated features, particularly AI integration, enhancing its capabilities as one of Microsoft's most popular software products.

Elon Musk announced that his artificial intelligence startup, xAI, plans to develop a 500 megawatt data center in Saudi Arabia in collaboration with the state-backed AI startup Humain. The data center will utilize Nvidia chips, marking a significant investment in the region's AI infrastructure.

Microsoft, Nvidia, and Anthropic have entered into a multibillion-dollar partnership to enhance artificial intelligence capabilities. This collaboration will scale Anthropic's AI model, Claude, on Microsoft's Azure platform using Nvidia's chips, making advanced AI technologies more accessible to enterprises.

Microsoft has launched Agent 365, a new platform aimed at helping organizations manage their AI agents as integral parts of their workforce. This initiative is designed to enhance operational efficiency by allowing businesses to deploy and oversee AI agents similarly to human employees.

Meta has secured a significant legal victory against the US Federal Trade Commission (FTC) in an antitrust case, which could allow the company to resume acquiring startups after a period of regulatory caution. This ruling may also impact other major tech firms like Google and Microsoft, who have been hesitant to pursue acquisitions due to increased scrutiny under FTC Chair Lina Khan.