Nvidia Considers $10B Anthropic IPO Investment Before November, Potential $100B Mega Offering

Nvidia is reportedly in advanced discussions to invest up to $10 billion as a cornerstone investor in Anthropic’s upcoming initial public offering, according to people familiar with the matter. The potential investment, which could be finalized before November, would anchor what is shaping up to be one of the largest tech listings in recent history, with Anthropic targeting a valuation of approximately $100 billion. The move underscores Nvidia’s aggressive strategy to deepen its influence across the AI ecosystem, moving beyond chip manufacturing to become a kingmaker in the foundation model race. Anthropic, the developer of the Claude family of large language models, has emerged as a leading competitor to OpenAI, with a strong focus on AI safety and enterprise applications. If the deal materializes, Nvidia would secure a major customer for its GPUs while gaining a significant equity stake in a company at the forefront of frontier AI research. The investment also aligns with Nvidia’s broader pattern of strategic bets: it has previously invested in CoreWeave, Hugging Face (which it recently agreed to acquire), and other AI infrastructure players. The timing is notable—Nvidia shares edged down 0.09% on the news, while Microsoft, a major Anthropic investor, gained 0.62%. For the AI industry, Nvidia’s potential anchor investment signals that the company is not content to merely supply hardware; it is actively shaping the competitive landscape through capital deployment. However, the deal is not yet finalized, and market conditions remain volatile amid hawkish Fed expectations. If completed, it would represent one of the largest anchor investments in IPO history and further cement Nvidia’s role as the central pillar of the AI economy.
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