H: Nvidia will announce a strategic partnership with Microsoft Azure within Q2 2026 to offer Blackwell-

Google's massive Texas data center investment for Anthropic creates a vertically integrated threat. Nvidia's existing 'competes_with' relationship with OpenAI (despite investment) and shared competitors with Meta/Alibaba indicates it needs to anchor its platform with another hyperscaler. Microsoft is the logical partner given Azure's enterprise reach and lack of competing silicon.