Industry2h ago
Nvidia Slashes OpenAI Guarantee Amid Anthropic Growth
Nvidia cut its guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion following investor pushback. Simultaneously, Anthropic reported a quarterly revenue surge from $4.7 billion to $11.5 billion. These diverging financial signals challenge current AI bubble narratives. The shift highlights tightening risk tolerance for massive infrastructure bets.