The Information's TITV Microsoft & NVIDIA Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 2025
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Nov 18, 2025 
Jessica Lessin, Editor-in-Chief of The Information, dives into the major AI moves from Microsoft and NVIDIA, revealing a new partnership with Anthropic and discussing Jeff Bezos's AI startup, Prometheus. Erin Woo provides insights on Google’s Gemini 3.0, touching on its integration across platforms and user feedback. Catherine Perloff highlights Pinterest's cautious approach to generative AI and its impact on user experience. Lastly, Paul Kedrosky discusses the growing corporate debt in AI capital expenditure and the macro risks involved.
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NVIDIA Reasserts GPU Dominance
- NVIDIA's investment and technical collaboration with Anthropic signals a push to keep its GPUs central to frontier model training.
- That complicates AWS and Google's pitch that their in‑house chips are essential for top AI labs.
Bezos' 'Prometheus' Is Early Stage
- Jeff Bezos is building an AI‑for‑manufacturing startup codenamed Prometheus and assembling heavyweight talent like Rick Klausner.
- Jessica Lessin expects it will take a long time before Prometheus delivers tangible products.
Gemini 3.0: Ubiquitous, Not Unified
- Google aims to embed Gemini 3.0 across search, developer tools, and enterprise products rather than centralize one chat interface.
- That 'put Gemini everywhere' approach trades unified UX for broad distribution across many products.