ANTHROPIC IS TO SPEND $111 BLN ON A GOOGLE CLOUD COMPUTING DEAL, $31 BLN ON A MICROSOFT CLOUD COMPUTING DEAL AND UP TO $86 BLN ON RENTING NVIDIA CHIPS - WSJ

Per a Wall Street Journal report, Anthropic plans to spend approximately $111 billion on a Google Cloud computing deal, $31 billion on a Microsoft Cloud deal, and up to $86 billion on renting Nvidia chips. The transmission channel here is demand visibility for AI infrastructure: multi-year, large-scale compute commitments from a leading frontier AI developer provide contracted revenue backlog for hyperscalers and GPU suppliers, which tends to support forward earnings expectations and reduce perceived demand risk. Nvidia is the most directly exposed given the rental structure implies sustained GPU utilization and pricing power, while Google Cloud and Microsoft Azure stand to see backlog and capacity-utilization gains that feed into their cloud segment growth rates. Traders should watch the next quarterly cloud segment disclosures from Alphabet and Microsoft, specifically reported backlog or remaining performance obligation figures, to assess whether these commitments are reflected in reported bookings, along with any Nvidia data center revenue guidance.

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