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Snowflake Raises Outlook, Nvidia and Anthropic Strike Major AI Deals

As of ·8 sources·5 events in story·Verified · 22/27 claims supported
Snowflake Raises Outlook, Nvidia and Anthropic Strike Major AI Deals
Photo: Yahoo Finance

Snowflake raised its full-year sales forecast to $6.07 billion amid AI demand. Nvidia announced investments in MediaTek and talks with Rebellions, while Anthropic signed a $35 billion agreement with Lambda. President Trump praised Nvidia's quarterly results and noted Micron's $10 billion investment.

Sources

· 8
finance.yahoo.com

Snowflake повысила годовой прогноз продаж до $6,07 млрд на фоне спроса на ИИ

1
finance.yahoo.com

Anthropic заключила соглашение на $35 млрд с облачным провайдером Lambda

2
finance.yahoo.com

Трамп похвалил прогноз выручки Nvidia и инвестиции Micron в $10 млрд

3
finance.yahoo.com

Nvidia инвестирует $3,5 млрд в конвертируемые облигации MediaTek

4
finance.yahoo.com

Nvidia ведёт предварительные переговоры с корейским чип-стартапом Rebellions о возможной сделке

5
finance.yahoo.com

Nvidia ведёт переговоры об инвестициях в Perplexity с оценкой более $30 млрд

6
techpowerup.com

Reuters сообщает о планах NVIDIA по партнёрству на $500 млрд с Уолл-стрит для ИИ

7
spacenews.com

Nvidia присоединилась к раунду Starcloud на $250 млн для орбитальных дата-центров

8

Key points

  • Snowflake raised its product revenue forecast for the fiscal year ending in January to about $6.07 billion, above analyst estimates of $5.86 billion, and reported 37% growth in quarterly product revenue to $1.49 billion.
  • Anthropic signed a $35 billion agreement with Nvidia-backed cloud provider Lambda to expand AI computing capacity.
  • Nvidia is investing $3.5 billion in MediaTek through convertible bonds and is in preliminary talks with Rebellions about possible cooperation, including investment or acquisition.
  • President Donald Trump praised Nvidia's second-quarter revenue of $96.22 billion and third-quarter forecast of $108 billion, and also noted Micron's $10 billion investment in U.S. research labs.
  • Earlier, Nvidia discussed an investment in Perplexity at a valuation of more than $30 billion and participated in a $250 million Starcloud round.

What happened

Anthropic has signed a $35 billion agreement with Nvidia-backed cloud provider Lambda, a source familiar with the matter said. The deal is aimed at rapidly expanding Anthropic's AI computing capacity. Infrastructure company Hut 8 is developing a data center in Texas that is participating in the project.

Nvidia is in preliminary talks with South Korean AI chip developer Rebellions about possible cooperation, including a technology partnership, investment, or acquisition. This week, Nvidia CEO Jensen Huang met with Rebellions CEO Sunghyun Park at Nvidia's headquarters in Santa Clara. The talks are at an early stage and may not lead to a deal.

President Donald Trump praised Nvidia's second-quarter revenue of $96.22 billion and third-quarter forecast of $108 billion, calling the results 'incredible numbers.' He also noted Micron Technology's new $10 billion investment in U.S. research labs. The praise came as the administration considers new tariffs on semiconductors that could affect laptops, game consoles, and data center servers.

Why it matters

A report on the Nvidia-MediaTek deal notes that for Nvidia, the agreement is another step toward keeping its hardware platform central to AI data centers, even as customers develop their own chips. Anthropic's $35 billion agreement with Lambda is aimed at rapidly expanding AI computing capacity.

What changed

The company has now raised its forecast to about $6.07 billion. The mimile.kz archive also documents Nvidia's earlier steps: talks about investing in Perplexity at a valuation above $30 billion and participation in a $250 million Starcloud round. Reuters reported on plans by NVIDIA to structure a $500 billion financing package with Apollo Global and Blackstone.

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