Jensen Huang addressed Nvidia's investment stance during a conference hosted by Morgan Stanley. He stated that recent investments in OpenAI and Anthropic would likely be the last for the company.
Fundingジェンスン・フアンNvidiaOpenAIAnthropic
Nvidia Intends to Forego Future Investments in OpenAI and Anthropic
This article is a translation. Read the Japanese original
Both companies are scheduled to go public later this year. According to Huang, once they go public, opportunities for additional investment will be lost.
Nvidia sells chips to both companies and does not struggle to secure revenue. Consequently, the necessity to increase returns through further capital injections is considered low.
A spokesperson for Nvidia explained that the company's investments are strategically focused on ecosystem expansion, stating that previous investment goals have already been achieved.
Meanwhile, the dealings with OpenAI had a cyclical aspect: a structure where Nvidia invests $100 billion and OpenAI purchases an equivalent amount of chips.
This agreement has shrunk. In OpenAI's $110 billion funding round finalized last week, Nvidia contributed $30 billion, a figure significantly lower than the original promised amount.
The relationship with Anthropic has also been complex. CEO Dario Amodei likened chip sales to China to "selling nuclear weapons." Furthermore, Anthropic has been in conflict with OpenAI over dealings with the U.S. Department of Defense.
Anthropic was designated as a company whose technology the federal government cannot use. It has been reported that as a result of this, the Claude app's ranking surged, surpassing ChatGPT.
Huang denied theories that relations with the two companies have deteriorated. However, it remains difficult to conclude that investments are ending solely due to the upcoming IPOs. The current situation has become complicated, suggesting an early exit strategy.