Quick Read
- NVIDIA’s Investment: NVIDIA is in negotiations for a $10 billion anchor stake in Anthropic’s IPO, which aims for a record valuation of $2.3 trillion before the 2026 midterm elections.
- Anthropic’s Growth: Anthropic’s revenue run rate jumped from $9 billion in late 2025 to $65 billion by July 2026, with forecasts of reaching approximately $190 billion by 2028.
- NVIDIA’s Earnings Outlook: Jensen Huang has guided Q3 FY2027 revenue expectations to $108 billion, and 57 analysts recommend NVDA as a “Buy,” with an average target price of $328.
- Analyst Report: A recent report has identified NVIDIA among the top ten stocks to buy right now.
A $10 Billion Anchor Check
NVIDIA’s potential $10 billion investment is linked to Anthropic’s IPO, expected to occur ahead of the U.S. midterms in November 2026. The AI lab aims to raise around $100 billion, with its value potentially reaching $2.3 trillion.
Market Reaction
On September 11, 2026, NVIDIA shares closed at $218.29, showing little daily change but reflecting a decline of 5.13% over the past week. Investor sentiment towards Qualcomm improved following news about the Anthropic negotiations.
Bull Case
Supporting Anthropic converts a customer relationship into equity in a fast-growing AI firm already generating significant revenue. NVIDIA’s solid financials indicate that the company can afford the investment, bolstered by a strong revenue trajectory.
Bottom Line
For long-term investors, the proposed $10 billion investment signals NVIDIA’s strategic outlook on cash allocation, reinforcing commitments to AI infrastructure alongside existing partnerships that mobilize over $500 billion. If Anthropic reaches its target valuation, NVIDIA would solidify its leadership position in the AI sector.
Additional Resources
If you’re interested in the top ten stocks to buy now, check the report linked above.
