Overview
- Jensen Huang said Nvidia’s $30 billion stake in OpenAI and $10 billion in Anthropic will likely be its final investments before expected IPOs, adding a floated $100 billion OpenAI deal is “not in the cards.”
- OpenAI’s late‑February $110 billion round included $50 billion from Amazon and $30 billion from SoftBank and secured 3 GW of dedicated inference capacity and 2 GW of training on Nvidia Vera Rubin systems.
- Broadcom CEO Hock Tan projected AI chip revenue “significantly” above $100 billion in 2027, citing secured supply and plans to ship more than 1 GW to OpenAI next year and scale Anthropic from 1 GW in 2026 to over 3 GW in 2027.
- A Bloomberg report said the U.S. is drafting global export rules that would require federal approval for most AI chip shipments, with reviews starting at orders of up to 1,000 Nvidia GB300 GPUs and extra sign‑offs for deployments above 200,000 units.
- Nvidia has halted H200 production for China at TSMC and shifted capacity to Vera Rubin, while CFO Colette Kress said the company has generated no recent revenue from China despite approvals for some H200 shipments.