Nvidia’s Jensen Huang: Anthropic and OpenAI are about to go public, and Nvidia may no longer continue to invest further

Mars Finance reports that NVIDIA CEO Jensen Huang recently stated on the Dwarkesh podcast that the company chooses to broadly invest in a large number of tech companies rather than select a few winners, for two reasons: first, selecting winners is not NVIDIA’s responsibility; second, the company’s own history serves as a lesson. Huang pointed out that when NVIDIA was founded, there were 60 3D graphics companies in the industry, and if you had to predict who would succeed at that time, NVIDIA would likely have been at the top of the list of the least promising. Currently, NVIDIA is the world’s most valuable company and has a broad presence in AI ecosystems, biotechnology, robotics, and autonomous driving, holding shares in publicly traded companies such as CoreWeave, Intel, Synopsys, and Nokia. In the field of large language models, NVIDIA promised to invest up to $10 billion in Anthropic last November and announced a $30 billion investment in OpenAI this February. Huang stated at the March conference that since both companies are about to go public, these may be NVIDIA’s final rounds of investment.