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Nvidia’s $70B AI investments in OpenAI, Anthropic and Safe Superintelligence

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Nvidia is backing next-gen AI companies with a roughly $70 billion investment thesis, including $30 billion in OpenAI, up to $10 billion in Anthropic, and $5 billion in Safe Superintelligence. The view is that the stakes are manageable versus projected free cash flow in 2026–2027, as Nvidia shares recover ahead of its Aug. 26 earnings.

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