据路透社报道，Nvidia 正在洽谈在 Anthropic 计划中的 IPO 中投资至多 100 亿美元。这家 Claude 背后的公司希望筹集至多 1000 亿美元，并实现约 2 万亿美元的估值。这将使其成为史上规模最大的 IPO。Nvidia 将以锚定投资者的身份入场，在股票进入公开市场之前锁定股份。
这两家公司早已紧密相连。Anthropic 运行在 Nvidia GPU 之上，并在 2025 年承诺购买 300 亿美元搭载 Nvidia 芯片的 Azure 算力。其营收从 2025 年底的约 90 亿美元增长到 2026 年 7 月的超过 650 亿美元。此次IPO预计将在 11 月美国中期选举前完成。
Nvidia 仍在扮演AI 行业的中央银行角色，投资 Anthropic 和 OpenAI 等客户，同时提供约 3000 亿美元的担保，帮助数据中心获得融资。这些资金中的大部分又通过芯片订单直接回流到 Nvidia。
Nvidia is in talks to invest up to $10 billion in Anthropic's planned IPO, Reuters reports. The company behind Claude wants to raise up to $100 billion and land a valuation of around $2 trillion. That would make it the largest IPO in history. Nvidia would come in as an anchor investor, locking in shares before the stock hits the open market.
The two companies are already closely linked. Anthropic runs on Nvidia GPUs and committed in 2025 to buying $30 billion in Azure compute packed with Nvidia chips. Revenue went from around $9 billion at the end of 2025 to over $65 billion by July 2026. The IPO is expected to wrap up before the US midterms in November.
Nvidia is still playing central bank for the AI industry, investing in customers like Anthropic and OpenAI while backing some $300 billion in guarantees that help data centers secure financing. Most of that money circles right back to Nvidia in chip orders.