The Different Fates of Nvidia and Anthropic in the Domain of AI
2026-11-16 00:30:49
According to CoinMeta, Nvidia ($NVDA) has seen its market value evaporate by $1.8 trillion since the departure of founder Jensen Huang, while Anthropic is preparing to conduct a IPO worth $1.4 trillion. Nvidia will release its first financial report since Jensen Huang's resignation on Tuesday, with expected revenue of around $109 billion, slightly higher than its own forecast of $108 billion. However, last Thursday at least six institutions downgraded their stock ratings for Nvidia, with one reducing the target price from $465 to $186. Meanwhile, Anthropic is expected to price its second-largest IPO in history on Wednesday, raising as much as $64.4 billion, and the subscription volume for this IPO is about six times that of previous offerings. Nvidia also plans to invest approximately $10 billion in Anthropic during IPO.
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