ME News reports that on April 16 (UTC+8), according to monitoring by Beating, NVIDIA CEO Jensen Huang admitted in an interview with podcast host Dwarkesh Patel that failing to participate in Anthropic’s early-stage investment was a mistake. He also publicly explained for the first time why Anthropic’s computing power primarily relies on Google’s TPUs and Amazon’s Trainium. Google and AWS invested billions of dollars in Anthropic during its early stages, and in exchange, Anthropic’s computing resources predominantly use their platforms. Huang stated that at the time, NVIDIA lacked both the capacity and awareness to make an investment of comparable scale: “I didn’t fully realize that VCs simply couldn’t invest $5 billion to $10 billion in an AI lab. They had no other options—that was my mistake.” He added that if he could redo it and NVIDIA had its current scale back then, “I would have been very happy to do it.” He explicitly rejected the market narrative that specialized chips are replacing GPUs: “Anthropic is an exception, not a trend. Where would TPU growth come from without Anthropic? It comes entirely from Anthropic. Where would Trainium growth come from without Anthropic? It comes entirely from Anthropic.” In his view, Anthropic’s use of specialized chips reflects constraints from investment agreements, not technical judgments based on performance or cost. NVIDIA has since made up for this oversight through substantial later-stage investments. In February this year, NVIDIA invested $30 billion in OpenAI—primarily in the form of GPU computing power and infrastructure commitments—and Huang described this as likely OpenAI’s “final” investment before going public. In November last year, NVIDIA partnered with Microsoft to invest in Anthropic, with NVIDIA contributing up to $10 billion, helping raise Anthropic’s valuation to approximately $350 billion. Huang said both investments followed the same logic: “The world needs them to exist.” (Source: BlockBeats)
NVIDIA CEO admits that missing the early investment in Anthropic was a mistake.
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Summary
NVIDIA CEO Jensen Huang recently acknowledged that missing an early investment in Anthropic was a mistake, according to MetaEra. During a conversation with Dwarkesh Patel, he noted that Anthropic initially relied on Google TPU and Amazon Trainium chips due to early funding constraints. He clarified that Anthropic’s chip strategy is an exception, not a trend. Despite this oversight, NVIDIA later invested in both OpenAI and Anthropic. Traders monitoring altcoins to watch and the Fear & Greed Index may view this as an indicator of ongoing shifts in the AI and chip markets.
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