Nvidia Considers $10 Billion Anchor Investment in Anthropic's IPO

Source Summary

Nvidia is reportedly in talks to invest up to $10 billion as an anchor investor in Anthropic's planned initial public offering. The investment would represent a significant stake in the AI company ahead of its public market debut.

Why it matters

A major GPU supplier investing in a major AI software company ahead of its IPO signals deepening commercial ties between infrastructure and application layers of the AI industry.

What remains uncertain

The talks are reported but not confirmed; the final investment amount and timing of Anthropic's IPO remain unresolved.

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NASDAQ:NVDALive chart

Trading trends

The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.

Recent SEC-reported share and derivative transactions in NVIDIA CORP.

Insider activity sentiment

Bearish

BearishNeutralBullish

0 discretionary purchases · 3 discretionary sales

Confidence: Medium

Informative buyNon-informative buyInformative sellNon-informative sell

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
EVP, General Counsel and SecTeter Timothy S.	Non-informative sell	Common StockReported 10b5-1 plan (S)	12,483	$222.1932	$2,773,638	Sep 21, 2026
EVP, General Counsel and SecTeter Timothy S.	Non-informative sell	Common StockReported 10b5-1 plan (S)	13,478	$223.0489	$3,006,253	Sep 21, 2026
EVP, General Counsel and SecTeter Timothy S.	Non-informative sell	Common StockReported 10b5-1 plan (S)	4,499	$223.7479	$1,006,642	Sep 21, 2026
DirectorSTEVENS MARK A	Informative sell	Common StockOpen-market or private transaction (S)	1,356,000	$219.7219	$297,942,896	Sep 18, 2026
DirectorSTEVENS MARK A	Informative sell	Common StockOpen-market or private transaction (S)	10,000	$220.4199	$2,204,199	Sep 18, 2026

As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.

Short interest

Open short positions reported twice monthly; this is not daily short-sale volume.

Earnings

Recent reported earnings per share compared with the analyst consensus available from Nasdaq.

Comments

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Owner	Activity	Change	Shares held	Value (thousands)	Reported
Vanguard Group Inc	Buy	43,149,475 (1.941%)	2,266,683,275	$510,162,405	12/31/2025
Blackrock, Inc.	Buy	16,385,212 (0.851%)	1,941,918,386	$437,067,571	6/30/2026
Vanguard Capital Management Llc	Buy	2,265,976 (0.147%)	1,540,816,358	$346,791,538	6/30/2026
Fmr Llc	Buy	32,198,580 (3.24%)	1,026,051,548	$230,933,422	6/30/2026
State Street Corp	Buy	15,897,836 (1.6%)	1,009,783,437	$227,271,958	6/30/2026
Geode Capital Management, Llc	Buy	4,889,325 (0.813%)	606,216,492	$136,441,146	6/30/2026
Vanguard Portfolio Management Llc	Buy	7,690,228 (1.508%)	517,816,949	$116,545,061	6/30/2026
Jpmorgan Chase & Co	Buy	1,605,694 (0.359%)	449,404,578	$101,147,488	6/30/2026
Price T Rowe Associates Inc /Md/	Sell	-272,907 (-0.074%)	369,829,781	$83,237,589	6/30/2026
Morgan Stanley	Buy	13,465,743 (3.926%)	356,420,089	$80,219,469	6/30/2026
Invesco Ltd.	Buy	2,096,392 (0.64%)	329,593,488	$74,181,606	6/30/2026
Norges Bank	Sell	-7,796,966 (-2.336%)	325,951,734	$73,361,957	6/30/2026

Settlement date	Short interest	Avg. daily volume	Change vs. previous report	Days to cover
Sep 15, 2026	294,225,803	115,324,892	-1.37%	2.55
Aug 31, 2026	298,301,619	139,118,326	+4.32%	2.14
Aug 14, 2026	285,956,804	113,580,992	-2.29%	2.52
Jul 31, 2026	292,667,375	127,011,756	-9.69%	2.30
Jul 15, 2026	324,052,767	131,174,356	+4.49%	2.47
Jun 30, 2026	310,126,785	155,989,510	+3.49%	1.99
Jun 15, 2026	299,666,309	167,960,279	+5.25%	1.78
May 29, 2026	284,722,716	180,147,142	—	1.58

Fiscal quarter	Reported	EPS	Consensus	Surprise
Jul 2026	Aug 26, 2026	2.22	2.09	+6.22%
Apr 2026	May 20, 2026	1.87	1.7	+10%
Jan 2026	Feb 25, 2026	1.57	1.45	+8.28%
Oct 2025	Nov 19, 2025	1.24	1.18	+5.08%

Source Summary

Why it matters

What remains uncertain

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Insider activity sentiment

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