Anthropic has filed an S-1 with the SEC, signaling a future IPO, and lists Nvidia among its major industry partners. The author notes Anthropic uses multiple chips, and Nvidia's GPUs are heavily used in cloud environments where customers run Claude-based products. Nvidia expects global AI data center capital expenditures to reach $3 trillion to $4 trillion annually by 2030 and has guided for 70% revenue growth in 2027. Yet the stock trades at about 23 times this year's earnings estimates, 13.6 times next year's, and 27 times trailing earnings, which the author says does not reflect growth beyond 2026. The author argues Nvidia remains a strong AI investment, and other companies' 2027 spending plans could confirm that view.
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NVDAAnthropicIPOartificial intelligence
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Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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