NVIDIA Eyes $10B Anthropic Stake as HBM4 Supply Race Heats Up
NVDA sits 29% above its 52-week low of $164.27.
Summary
NVIDIA may invest up to $10 billion in Anthropic's potential IPO, with tied deals for future GPU and computing-system purchases linked to Anthropic's growth. This follows NVIDIA's aggressive expansion moves, including the $25B bond sale and $4.25B Texas data center. The HBM4 supply race between Micron and Samsung for NVIDIA's Rubin platform adds a critical supply-chain dimension, while cloud capex estimates of ~$795B in 2026 and ~$1.08T in 2027 underpin data-center demand. The potential Anthropic stake would deepen NVIDIA's AI ecosystem ties and secure a major customer for its GPUs. Watch for Anthropic's IPO timing and any formal investment announcement.
At the time of this announcement, NVDA was trading at $212.39 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.1T. The 52-week trading range was $164.27 to $236.54. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.