Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a> <\/p>\n Here are five stocks that stand to benefit from their own investments and relationships with the hot AI company. <\/p>\n Cloud computing leader Amazon (NASDAQ: AMZN) began investing in Anthropic in 2023. Amazon has invested approximately $13 billion to date, with plans to invest up to $20 billion more. The two companies also work closely together. Anthropic uses both Amazon’s cloud services and its Trainium AI chips to run its Claude models. <\/p>\n Amazon’s stake in Anthropic has grown significantly alongside Anthropic’s private market valuation. Amazon’s stake was worth roughly $74 billion, according to a filing in April. But that was before Anthropic’s most recent raise in May. Today, Amazon’s investment in Anthropic could exceed $100 billion, and it may rise further if Anthropic goes public. <\/p>\n 2. Alphabet <\/p>\n Tech giant Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) was another one of Anthropic’s early supporters and investors. The company owns an estimated 14% stake in Anthropic. Based on its most recent funding round, it could value Alphabet’s equity at roughly $135 billion today. Although Alphabet competes with Anthropic through its Gemini AI, the two companies work closely together. <\/p>\n Anthropic is one of Alphabet’s key cloud customers and should remain so. The company has reportedly committed to spending $200 billion on Google’s cloud services and tensor processing unit (TPU) chips over the next five years. That could be a huge growth catalyst for Alphabet alongside its lucrative stake in the company. <\/p>\n 3. Salesforce <\/p>\n Software company Salesforce (NYSE: CRM) has also gotten in on Anthropic’s funding rounds over the years, though not to the extent of Amazon or Alphabet. Salesforce reportedly invested $50 million back in 2023, and subsequent investments have built up a stake worth approximately $5 billion today. That’s a huge return on investment and an asset that management could eventually monetize once Anthropic goes public. <\/p>\n Story Continues <\/p>\n Salesforce is embracing AI, proactively bringing it to customers. Anthropic’s Claude is a foundational model in the company’s AI agent product suite, Agentforce 360. Fears over how AI could disrupt the broader software industry have weighed on the stock over the past year. However, Salesforce anticipates revenue growth<\/a> accelerating over the second half of fiscal year 2027, making it a potential rebound candidate with some sneaky investment exposure to Anthropic. <\/p>\n 4. Nvidia <\/p>\n Chips make AI go, so Nvidia (NASDAQ: NVDA) has been paramount to Anthropic’s success with Claude. That will continue, as Anthropic plans to use enough Grace Blackwell and Vera Rubin chips for an entire gigawatt of computing capacity. Even though Anthropic has sourced custom AI chips to meet its computing needs, Nvidia remains the runaway leader in standardized AI graphics processing units (GPUs), so this shouldn’t be a surprise. <\/p>\n Nvidia has invested in Anthropic, forming an equity-tied relationship with one of its best customers. Nvidia was late to the party; it participated in a funding round late last year, investing up to $10 billion, which is likely worth far more following Anthropic’s most recent raise. It still won’t move the needle for Nvidia, but it gives investors some Anthropic exposure, and that’s just a bonus for owning one of the market’s top AI stocks already. <\/p>\n 5. Microsoft <\/p>\n Most investors associate Microsoft (NASDAQ: MSFT) with OpenAI, Anthropic’s rival, because of their long, high-profile relationship. However, Microsoft dipped its toes into Anthropic, investing up to $5 billion into the company late last year alongside Nvidia. Anthropic is committed to spending $30 billion on Azure cloud services, forming a working relationship between the two. Claude is also available through Microsoft Copilot. <\/p>\n Although Microsoft’s stake has grown in value since last year, it’s probably not large enough to matter much for a company with a multitrillion-dollar market cap. That said, Microsoft is one of the best AI stocks for its direct AI dealings, as well as an indirect path to owning exposure to Anthropic and OpenAI until either company goes public. <\/p>\n We just issued ‘double down’ alerts on 3 stocks \u2014 find out if\u00a0Amazon made our list <\/p>\n Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. <\/p>\n On rare occasions, our expert team of analysts issues a “Double Down” stock<\/a> recommendation\u00a0for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: <\/p>\n Nvidia:\u00a0if you invested $1,000 when we doubled down in 2009,\u00a0you’d have $499,979!* <\/p>\n Apple: if you invested $1,000 when we doubled down in 2008, you’d have $54,086!* <\/p>\n Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $398,052!* <\/p>\n Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join\u00a0Stock Advisor, and there may not be another chance like this anytime soon. <\/p>\n See the 3 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of June 22, 2026 <\/p>\n Justin Pope<\/a> has positions in Alphabet and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, Nvidia, and Salesforce. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. 1. Amazon <\/p>\n