Nvidia and Anthropic are rivals in rhetoric, intertwined in equity
kevinsxu · x · 2026-11-14
Kevin Xu, CIO of Interconnected Capital, shares his take from an NYT interview: Nvidia and Anthropic are often pitted against each other, which holds for some specific policy issues—but in the grand scheme, and on Anthropic's cap table, their futures are intertwined.
Context: Anthropic is courting investors for an IPO that could value it up to $1.4 trillion, with Nvidia planning to invest roughly $10 billion immediately after—ahead of other giants including Microsoft and TSMC, and matching Alphabet's earlier $10 billion commitment.
Related event: Nvidia Plans $10 Billion Investment in Anthropic After IPO(2 posts)→
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