Nvidia Considers Major Investment In Anthropic IPO
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Nvidia is considering investing up to $10 billion in Anthropic’s planned IPO, potentially valuing the AI company at $2 trillion and strengthening ties amid rapidly growing demand for artificial intelligence.
Nvidia is in discussions about becoming an anchor investor in Anthropic’s planned initial public offering (IPO). The investment could reach as much as $10 billion, according to people familiar with the matter.
Anthropic is preparing for a potentially record-breaking listing. The AI company is seeking to raise up to $100 billion, which could give it a valuation of around $2 trillion.
The discussions are still ongoing, and the terms could change. Neither company immediately commented on the talks.
Investment Could Deepen Nvidia-Anthropic Ties
Nvidia’s potential investment would strengthen its relationship with Anthropic, one of its major customers. An anchor investment would also provide an early vote of confidence in what is expected to be an unusually large public offering.
Anthropic relies heavily on Nvidia’s graphics processing units (GPUs) to support its AI models. However, the company is also expanding its relationships with other chip and cloud providers as demand for its Claude AI system increases.
Nvidia had previously agreed to invest up to $10 billion in Anthropic as part of a broader partnership. Anthropic also committed to purchasing $30 billion of Microsoft Azure computing capacity powered by Nvidia chips.
Anthropic Targets Huge Valuation
Anthropic has secured substantial backing from major technology companies, including Amazon and Google. It has also entered into major computing agreements with both companies.
The company said in April that it planned to commit more than $100 billion over a decade to Amazon Web Services. It also plans to use more than one million of Amazon Trainium2 chips.
Anthropic’s latest funding round in May valued the company at $965 billion. Its annualised revenue run rate had exceeded $65 billion by the end of July, compared with around $9 billion at the end of 2025.
The planned IPO is expected to take place before the US midterm elections in November. If completed at the targeted scale, it could become the largest IPO in history and further test investors’ appetite for high-valued AI companies.
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This article is for informational purposes only and should not be considered investment advice from Kotak Neo. For compliance T&C and disclaimers, Visit www.kotakneo.com/disclaimer
Vishwa has spent 10+ years across fintech and FMCG doing what most people miss, connecting the dots, catching trends before they trend, and finding the angle nobody else thought to ask about.
At Kotak Neo, she drives content strategy for neoshorts, Kotak News Desk, and Investing Guide, turning market noise into something worth reading.
When she's not decoding markets, she trades charts for canvases, chasing art, painting, and architecture across cities she's yet to explore.
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