Catenaa, Thursday, November 12, 2026- Nvidia’s $10 billion Anthropic share-purchase deal is in focus as the chipmaker completes the departure of long-time CEO and founder Jensen Huang.
Citing filings, Bl filingsoomberg News reported that Nvidia has agreed to buy about $10 billion worth of Anthropic shares as part of a $26 billion private placement concurrent with its IPO.
According to Bloomberg News, Anthropic counts Nvidia as a strategic partner and has committed tens of billions of dollars to deals securing access to its most advanced chips.
Bloomberg reported that Nvidia’s leadership transition is raising questions about its investment commitment as Anthropic prepares an IPO and concurrent private placement targeting a combined $90.4 billion.
“A leadership transition could prompt Nvidia’s board to reassess the size, timing or strategic rationale of the commitment to Anthropic,” Mandeep Singh, an analyst with Bloomberg Intelligence, wrote in a note Wednesday.
“Any delay or reduction could weaken an important signal of support for Anthropic’s IPO pricing at around $1.4 trillion, though commitments from Google and other strategic investors might limit the financing impact,” he said.
Anthropic primarily uses chips from Nvidia, AMD, Google and Amazon; Amazon and Google are already backers of the company, and AMD and Google have also agreed to participate in the private placement, taking roughly $2.5 billion and $10 billion worth of shares, respectively.
Sources told Bloomberg News that Anthropic is targeting a fully diluted valuation of about $1.4 trillion and Anthropic’s IPO has drawn multiple times the orders for the shares available.
Matt Maley, chief market strategist at Miller Tabak & Co., expects Anthropic’s fundraising to proceed despite the uncertainty surrounding Nvidia, Bloomberg News reported.
Maley suggested that strong demand for Anthropic’s shares could help investors look beyond Nvidia’s leadership controversy, although the company’s post-listing share performance will be an important test of market sentiment.
“If the shares of Anthropic can trade well in the days/weeks following the IPO, investors just might be able to push past the Nvidia scandal,” Maley said.
