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[ARTICLE · art-98087] src=the-decoder.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings

Nvidia cut its guarantee for OpenAI's planned Ohio data center from $250 billion to under $120 billion after investor pushback on risk, while Anthropic's quarterly revenue jumped from $4.7 billion to $11.5 billion, complicating AI bubble concerns.

read1 min views1 publishedAug 15, 2026

Nvidia has cut its guarantee for OpenAI's planned data center in Ohio nearly in half, from $250 billion to just under $120 billion, after investors pushed back on the risk. Meanwhile, Anthropic is complicating the AI bubble debate with revenue that jumped from $4.7 billion to $11.5 billion in a single quarter.

The article Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings appeared first on The Decoder.

source & further reading
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