Nvidia Invests in Anthropic Amid Rapid Growth and Strategic AI Demand
Nvidia is reportedly considering a $10 billion investment in Anthropic, positioning itself as an anchor investor ahead of what could be one of the largest IPOs in history. The deal would value Anthropic at around $2 trillion with potential fundraising up to $100 billion. This move aligns with Nvidia's broader strategy to secure long-term demand for its AI computing infrastructure, given that Anthropic is a major buyer and user of NVIDIA-powered systems. Anthropic’s annualized revenue has surged from approximately $9 billion in 2025 to over $65 billion by mid-2026. The company plans to reach up to $200 billion in revenue by 2028, with significant commitments already made for AI infrastructure powered by Nvidia chips via Microsoft Azure and Nscale platforms. This investment strengthens an existing partnership between the two companies and could help solidify Nvidia’s position as a key player in both training and inference workloads. Nvidia's fiscal year 2026 revenue reached $215.9 billion, with Data Center revenue up by 68%. The company has visibility into over $1 trillion of cumulative Blackwell and Rubin platform revenue through 2027, further underlining the strategic importance of maintaining a strong relationship with Anthropic as AI workloads evolve.
Topics: AI Anthropic Investment NVIDIA Partnership