Nvidia Reportedly in Talks to Invest in Perplexity at $30B+ Valuation
Per The Information's exclusive report, Nvidia is in talks to lead a multi-billion dollar funding round in AI search startup Perplexity at a valuation above $30 billion, making it one of the most closely watched potential AI deals. The deal remains under discussion with no official confirmation.
Confirmed
- The Information reported Nvidia is discussing an investment of several billion dollars at a valuation above $30 billion
- Perplexity's annualized revenue grew from under $250 million to over $750 million within 8 months, partly aided by its new Computer Use feature
- Its previous round valued it at $20 billion; the rumored figure implies a 50% premium in under a year
- @ivanbezdomny and @快鲤鱼 noted Nvidia previously considered a Poolside-style deal—licensing Perplexity's technology for billions and hiring its staff—before shifting to a conventional equity investment
- Polymarket prices a 17% chance of hitting $30 billion by year-end, only 7% for $40 billion, with current valuation around $17.38 billion
- A leak relayed by @SumitGup claims monthly revenue is only in the low tens of millions with heavy losses, and suggests Nvidia's motive is not the asset itself
Unconfirmed
- The deal is still in negotiation; @sanjaykalra called it an "acquisition," which conflicts with mainstream reports and lacks detail
- The gap between prediction-market-implied valuation ($17.38B) and the reported $30B shows market skepticism
Why it matters
- @heyshrutimishra argues this closes Nvidia's loop of "infrastructure vendor becoming shareholder of its customer," as Perplexity has committed to Nvidia's new Vera CPU and other products
- @Scobleizer and others see it deepening Nvidia's application-layer footprint and validating AI search monetization—though low market odds and revenue disputes signal persistent doubts
2026-08-24 ~ 2026-08-25 · 12 related posts
- Episode 1: Nvidia Reportedly in Talks to Invest in Perplexity at $30B+ Valuation(2026-08-24, 12 posts)
- Episode 2: Nvidia Invests in Perplexity in Agentic Infrastructure Push(2026-08-24, 3 posts)
Primary sources
- Nvidia reportedly in talks to invest in Perplexity at $30B+ valuation — Polymarket ·
- Nvidia in Talks to Invest in Perplexity at $30B Valuation — heyshrutimishra ·
- Nvidia leads Perplexity round at $30B valuation — ivan_bezdomny ·
- [source] Nvidia in Talks to Invest in Perplexity at $30B Valuation — heyshrutimishra · 2026-08-24
- Nvidia in Talks to Invest in Perplexity — Scobleizer · 2026-08-24
- Nvidia in Talks to Invest in Perplexity at $30B+ Valuation — ns123abc · 2026-08-24
- Nvidia in talks to invest in Perplexity at $30B valuation; Alibaba Wan3.0 supports doc-to-video — 快鲤鱼 · 2026-08-24
- [source] Nvidia reportedly in talks to invest in Perplexity at $30B+ valuation — Polymarket · 2026-08-24
- Polymarket: 7% chance Perplexity hits $40B valuation by year-end — Polymarket · 2026-08-24
- Report: Nvidia to Acquire Perplexity at $30 Billion Valuation — sanjaykalra · 2026-08-25
- Perplexity Generates Low Tens of Millions in Monthly Revenue; Nvidia to Lead Funding Round — SumitGup · 2026-08-25
4 near-duplicate retellings: inductionheads · kimmonismus · soleio · ivan_bezdomny