Industry3h 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. Investor risk concerns drove the reduction. Simultaneously, Anthropic reported quarterly revenue jumping from $4.7 billion to $11.5 billion. These conflicting signals challenge the prevailing AI bubble narrative. Practitioners should watch for shifting infrastructure funding patterns.