NVIDIA Reduces Investment in OpenAI and Anthropic: Jensen Huang Says Could Be Last
NVIDIA CEO Jensen Huang says latest investments in OpenAI and Anthropic could be the last. NVIDIA has reduced investment amounts in these two AI companies.
In March 2026, NVIDIA CEO Jensen Huang stated that the latest investments in OpenAI and Anthropic could be the last. This statement marks a major shift in NVIDIA's AI investment strategy.
Investment Amount Changes
According to reports:
OpenAI: NVIDIA initially committed $70 billion, reduced to $30 billion by February 2026
Anthropic: Invested $10 billion in November 2025, then stated this was the last round
OpenAI: NVIDIA initially committed $70 billion, reduced to $30 billion by February 2026
Anthropic: Invested $10 billion in November 2025, then stated this was the last round
Strategic Shift
Jensen Huang's statement reflects NVIDIA is adjusting its AI investment strategy. Although NVIDIA is a major supplier of AI chips, the company is reducing direct investments in these AI startups.
Intensifying Competition
Analysts believe NVIDIA's reduced investment may be due to:
OpenAI and Anthropic developing their own AI chips
Company valuations are already high, ROI declining
NVIDIA wants to remain neutral and avoid competing with customers
OpenAI and Anthropic developing their own AI chips
Company valuations are already high, ROI declining
NVIDIA wants to remain neutral and avoid competing with customers
Reference: UC Strategies, EandCo