Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings

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Nvidia has cut its guarantee for OpenAI's planned data center in Ohio nearly in half, from $250 billion to just under $120 billion, after investors pushed back on the risk.

Meanwhile, Anthropic is complicating the AI bubble debate with revenue that jumped from $4.7 billion to $11.5 billion in a single quarter.


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