Nvidia Plans $10 Billion Anchor Investment in Anthropic IPO
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Nvidia is considering investing up to $10 billion as an anchor investor in Anthropic's IPO, according to Reuters — a move that would deepen the strategic binding between the world's largest AI chipmaker and a leading foundation-model company.
How big is this deal?
Anthropic's IPO targets $10 billion in proceeds at a valuation of roughly $2 trillion, potentially making it the largest IPO in history.
This means → Anthropic's valuation has roughly doubled from $965 billion in May, a pace of capitalization far exceeding traditional tech giants.
Bloomberg previously reported the offering could match or exceed SpaceX's record-setting IPO.
Why would Nvidia anchor this offering?
Nvidia is the world's largest AI chip manufacturer. A commitment of up to $10 billion would make it the core strategic investor in the offering.
In plain terms = an anchor investor — the first large buyer to commit, helping stabilize the offering price — is not just writing a check. It is lending its brand as an endorsement.
This reflects a shift from a buyer-seller relationship to deep capital alignment: Nvidia doesn't just want to sell chips — it wants to lock in the most critical downstream customer in the AI stack.
What justifies Anthropic's valuation?
In May, Anthropic closed a $65 billion round at a $965 billion valuation, surpassing rival OpenAI's $852 billion valuation at the time.
This means → by the capital market's own pricing, Anthropic has already overtaken OpenAI as the top-valued foundation-model company.
The jump from $965 billion to $2 trillion is driven largely by a liquidity premium — a public listing opens the stock to far more capital, pushing the valuation higher.
Is this confirmed?
Reuters explicitly noted the plan is still under discussion and subject to change.
Representatives for both Nvidia and Anthropic have declined to comment.
In plain terms = the talks are serious, not settled. Final size and structure could shift; investors should wait for a formal announcement before acting.
市场有风险，内容仅供研究参考，不构成投资建议。