Nvidia in talks to invest up to $10B in Anthropic's record $2T IPO, Reuters says
新智元 · wechat · 2026-09-12
Reuters reports Nvidia is in talks to invest up to $10 billion as an anchor investor in Anthropic's upcoming IPO, which targets a $100B raise at a $2 trillion valuation — set to be the largest IPO in history, topping SpaceX's $75B record, and expected before the November midterms.
Key points:
- Circular deal: Nvidia already invested $10B in Nov 2025, with Anthropic committing $30B in Azure compute running Nvidia chips; Amazon and Google play the same dual investor-supplier role.
- Growth: Anthropic's annualized revenue jumped from $9B (end of 2025) to $65B+ by late July 2026, projected at $190-200B by 2028; valued at $965B in May.
- Compute crunch: surging Claude demand has pushed Anthropic to build an internal custom-chip team.
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