Nvidia in trattative per investire nell'IPO di Anthropic

Autore · Valeria Monti

What happened. Tech companies are evaluating a record investment for the AI startup. Anthropic is seeking to raise up to $100 billion for a valuation of $2 trillion. According to Reuters sources, two informed people confirmed that Nvidia is the main investor. This represents a historic event as Anthropic's IPO could become the largest ever. Nvidia is reportedly evaluating to invest up to $10 billion in Anthropic's IPO. This figure represents a significant portion of the total requested by the startup, which aims to raise a huge amount. Nvidia's decision was communicated in reserve, with sources requesting anonymity to avoid revealing sensitive details. Nvidia's investment could provide Anthropic with early strategic support for the massive offering, further strengthening ties with a key client. The presence of such a powerful investor could increase investor confidence in the listing, which is becoming a test for the public market appetite for huge values. AI model development companies and computing power suppliers have complex relationships. Anthropic strongly depends on Nvidia GPUs, while also seeking to diversify its chip suppliers, as the demand for the Claude model has strained available computational capacity. In November 2025, Nvidia declared it would invest up to $10 billion in the startup as part of a broader partnership. In return, Anthropic committed to buying $30 billion of Microsoft Azure computing power provided by Nvidia chips. This alliance demonstrates how AI model development companies critically depend on hardware suppliers. Anthropic already counts among the world's largest tech companies as investors, including Amazon and Google, which are also its primary computing power suppliers. This diversification of chip suppliers is a key strategy for Anthropic, which seeks to mitigate risks associated with dependence on a single supplier. The final decision on Nvidia's investment remains under discussion, with sources cautioning that plans could change. The company communicated that discussions are confidential, and the investment may not happen as planned. Exact details on the final IPO value and Nvidia's investment percentage remain to be clarified.

What really matters

Why it mattersIl punto rilevante è l’effetto potenziale sul settore AI; le fonti non consentono ancora di misurarlo con precisione.

Impact on Italian businessesNelle fonti non emerge un impatto diretto quantificato per le imprese italiane: attribuirlo ora sarebbe un salto interpretativo.

Decisions and open questions

Who is involvedLe fonti non dettagliano oltre i soggetti nominati nel testo.

OpportunitiesNessuna opportunità economica concreta è quantificata: per ora è una possibilità, non un risultato.

RisksIl rischio principale è scambiare un annuncio per un effetto già realizzato.

What to monitorServono atti, scadenze e numeri verificabili prima di trarre conclusioni operative.

Tech companies are evaluating a record investment for the AI startup. Anthropic is seeking to raise up to $100 billion for a valuation of $2 trillion. According to Reuters sources, two informed people confirmed that Nvidia is the main investor.

This represents a historic event as Anthropic's IPO could become the largest ever. Nvidia is reportedly evaluating to invest up to $10 billion in Anthropic's IPO. This figure represents a significant portion of the total requested by the startup, which aims to raise a huge amount.

Nvidia's decision was communicated in reserve, with sources requesting anonymity to avoid revealing sensitive details. Nvidia's investment could provide Anthropic with early strategic support for the massive offering, further strengthening ties with a key client. The presence of such a powerful investor could increase investor confidence in the listing, which is becoming a test for the public market appetite for huge values.

AI model development companies and computing power suppliers have complex relationships. Anthropic strongly depends on Nvidia GPUs, while also seeking to diversify its chip suppliers, as the demand for the Claude model has strained available computational capacity. In November 2025, Nvidia declared it would invest up to $10 billion in the startup as part of a broader partnership.

In return, Anthropic committed to buying $30 billion of Microsoft Azure computing power provided by Nvidia chips. This alliance demonstrates how AI model development companies critically depend on hardware suppliers. Anthropic already counts among the world's largest tech companies as investors, including Amazon and Google, which are also its primary computing power suppliers.

This diversification of chip suppliers is a key strategy for Anthropic, which seeks to mitigate risks associated with dependence on a single supplier. The final decision on Nvidia's investment remains under discussion, with sources cautioning that plans could change. The company communicated that discussions are confidential, and the investment may not happen as planned.

Exact details on the final IPO value and Nvidia's investment percentage remain to be clarified.

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