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IBM to acquire Confluent for $11B as it seeks to bolster its data offerings
TechCrunch· 2025-12-08 14:56
In Brief IBM is buying data infrastructure company Confluent for $11 billion in cash in a bid to bolster its data and automation products as ever more companies move their tech operations to the cloud and deploy AI technology.The tech giant said it would offer $31 for each Confluent share, which is about 50% more than what the smaller company’s shares closed at on Friday, before news of the deal. Confluent offers a platform that helps enterprises manage streams of data in real time, a use case that’s expl ...
Nvidia and Microsoft Land a Multibillion-Dollar Anthropic Partnership. Which Stock Benefits Most?
Yahoo Finance· 2025-11-18 17:00
合作交易概述 - 人工智能初创公司Anthropic与微软和英伟达达成合作,微软投资50亿美元,英伟达投资100亿美元[1] - Anthropic公司估值超过1800亿美元[2] - 合作于11月18日通过博客文章宣布,涉及三方公司[2] 微软与Anthropic合作细节 - Anthropic将在微软云计算平台Azure上扩展其Claude AI模型[2] - Anthropic的Claude大型语言模型将向Microsoft Foundry客户开放[4] - Claude将成为微软Azure、亚马逊AWS和谷歌云三大云服务平台上唯一可用的前沿LLM[4] - Anthropic承诺购买300亿美元的Azure计算容量,并签订高达1吉瓦的额外计算容量合同[4] 英伟达与Anthropic合作细节 - 这是英伟达与Anthropic的首次合作[3] - 两家公司将合作设计和工程优化,以优化Anthropic的AI模型[3] - Anthropic将使用英伟达的Blackwell和Rubin半导体提供计算能力[2] 行业背景与公司关系 - 微软是OpenAI的早期投资者,目前持有OpenAI 27%的股份[6][8] - OpenAI最近与微软达成协议,允许其重组业务并摆脱以云计算服务换取微软对OpenAI工作权利的限制[6] - Anthropic由前OpenAI高管创立,专注于AI安全、透明度和研究,与OpenAI的通用进步和可访问性重点形成对比[8]