Nvidia CEO Jensen Huang stated that recent investments in OpenAI and Anthropic are likely the chipmaker's last in those companies, as both AI firms prepare for potential public listings this year. A previously announced $100 billion deal with OpenAI was abandoned, with Nvidia instead finalizing a $30 billion investment.
Huang indicated a $10 billion investment in Anthropic will also probably be the last. Both OpenAI and Anthropic are moving toward IPOs, with OpenAI's potential valuation reported as high as $1 trillion.
The main topics covered are Nvidia's investment strategy, the upcoming IPOs of OpenAI and Anthropic, and the abandonment of a larger deal due to sector concerns.