Nvidia (NVDA) Stock: Inside Its $10 Billion Bet on Anthropic’s $2 Trillion IPO
TLDR
- Nvidia is in talks to invest up to $10 billion in Anthropic’s planned IPO, which could value the AI company at around $2 trillion.
- The two companies already have a deep commercial relationship, with Anthropic committing to $30 billion in Microsoft Azure computing powered by Nvidia chips.
- Anthropic’s annualized revenue run rate reportedly jumped from $9 billion at end of 2025 to over $65 billion by July 2026.
- Anthropic is actively diversifying its chip suppliers, including deals with Amazon, Google, and Broadcom, which could pressure Nvidia’s market share over time.
- Piper Sandler initiated coverage on Nvidia with an “overweight” rating and $300 price target, while the consensus sits at “Buy” with a $324.34 average target.
Nvidia is reportedly in talks to invest up to $10 billion in Anthropic as the AI startup eyes an IPO that could raise $100 billion at a valuation near $2 trillion. Nvidia stock opened at $218.29 on Monday.
The talks are still preliminary and final terms could change, according to Reuters. But if the deal goes through, Nvidia would become an anchor investor in one of the most watched public offerings in the AI space.
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