Nvidia just anchored a $35 billion compute deal where it supplies the chips, backs the cloud tenant, and holds the lease on the data center, raising a question even its own CFO felt compelled to address on the earnings call.

When Anthropic goes public in a blockbuster offering, which investors will profit? The answer says a lot about how much start-up investing has changed over the years.

Now, let's consider Anthropic and what you as an investor need to know. The company is the maker of the Claude AI assistant, the popular Claude Code coding tool, and other AI-driven products, and these are in high demand. TechCrunch, citing an Anthropic spokesperson, reported that Claude paid subscriptions have more than doubled in 2026.

Anthropic just signed a $35 billion computing obligation against money it has not yet raised, and the analyst watching the deal says an IPO is the only way out. The implications for NVIDIA, which sits on both sides of this trade,

Anthropic signed a $45 billion, six-year deal with Nscale for compute powered by NVIDIA's Vera Rubin chips starting 2027.

Nvidia, a chipmaking giant that is now the world’s most valuable firm, will buy Hugging Face for $13bn. The platform hosts millions of mostly “open” AI models, which users can download and modify. Last year Hugging Face rejected an investment at a $7bn valuation from Nvidia to maintain its independence.