Industry1h ago
Nvidia Cuts OpenAI Guarantee As Anthropic Surges
Nvidia slashed its guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion following investor pushback. This retreat contrasts with Anthropic, which saw quarterly revenue jump from $4.7 billion to $11.5 billion. These diverging financial trajectories challenge current AI bubble narratives. Infrastructure risk now clashes with rapid enterprise revenue growth.