Is Nvidia (NVDA) Shifting its Investment Strategy Towards OpenAI and Anthropic?

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best IT Stocks to Buy According to Wall Street Analysts. On March 4, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s latest comments suggest that the company may be nearing the end of its investments in AI leaders OpenAI and Anthropic as both firms eye potential public listings. At a recent Morgan Stanley conference, Nvidia CEO Jensen Huang noted that a $100 billion dollar investment in OpenAI is probably not in the cards as the company expects an IPO. He also noted that the $10 billion stake in Anthropic is likely Nvidia’s final one, amid reports of the startup’s potential public debut despite its ongoing Pentagon dispute. In September 2025, Nvidia and OpenAI had discussed a potential $100 billion deal. However, Nvidia recently finalized a $30 billion investment deal calling it to be the last opportunity to invest in a “consequential company.” Moreover, a recent report by the Financial Times also suggests that Nvidia and OpenAI have abandoned their $100 billion deal considering the health of the AI sector. Photo by Redd on Unsplash NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.