Nvidia's Jensen Huang: Anthropic and OpenAI are about to go public, and Nvidia may stop further investments

According to ChainCatcher, NVIDIA CEO Jensen Huang stated in a recent Dwarkesh podcast that the company chooses to invest broadly in many technology companies rather than select a few winners for two reasons: first, picking winners is not NVIDIA's responsibility; second, the company's own history serves as a lesson.

Jensen Huang pointed out that when NVIDIA was founded, there were 60 3D graphics companies in the industry. If one had tried to predict who would come out on top, NVIDIA would likely have been at the bottom of the list. Now, as the world's most valuable company by market capitalization, NVIDIA has made extensive investments in AI ecosystems, biotechnology, robotics, and autonomous driving, and holds shares in listed companies such as CoreWeave, Intel, Synopsys, and Nokia.

In the field of large language models, NVIDIA promised up to $10 billion investment in Anthropic in November last year, and in February this year announced a $30 billion investment in OpenAI. At a March meeting, Jensen Huang said that since both companies are about to go public, these may well be NVIDIA's last rounds of investment in them.