Nvidia anchors Anthropic IPO, backs OpenAI, CoreWeave and Stargate — risk is systemic
deliprao · x · 2026-11-12
Nvidia sits across the entire AI capital chain: anchoring the Anthropic IPO, investing heavily in OpenAI, backstopping neoclouds like CoreWeave, and guaranteeing Stargate data centers — deals largely negotiated personally by Jensen Huang. Delip Rao reshares with the warning that treating this as one company's problem is absurd; the systemic entanglement means risk propagates through the whole AI ecosystem.
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