Anthropic has committed initially to buying up to 1 gigawatt of computing power from Microsoft. That will be deployed using Nvidia’s Grace Blackwell servers, which employ the company’s current, most-advanced AI chips, as well as Nvidia’s Vera Rubin systems, which are set to launch next year.

The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the chipmaker reports results, with investors seeking signs that bubble worries are overblown.

Here's how to tune into the earnings call. Nvidia will announce its earnings on Wednesday, November 19, after the market closes. The report will be available on the company’s investor relations website at 4 p.m. ET, followed by the earnings call at 5 p.m. ET.

A week after Japan’s richest man disclosed that his firm fully divested his $5.8 billion stake in Nvidia, one of America’s richest, Peter Thiel, has said he’s done the same.