Nvidia is reportedly talking to invest in Anthropic's IPO, while Larry Ellison canceled his plan to sell Oracle stock.

The entities involved

• Anthropic →

  American artificial intelligence corporation

  • The European Commission aims to strengthen homegrown AI capabilities while global advanced models face usage restrictions.Mon 17:49
  • An administration order issued by the Trump administration on January 1, 2026, cited national security concerns regarding Anthropic.Mon 17:49
• Oracle →

  company in Madrid, Spain

  • Major tech companies, including SpaceX, Google, and Nvidia, are expanding into AI technology, benefiting from increased demand for AI infrastructure and memory supply.Mon 11:53
  • Oracle's AI spending plan relates to OpenAI's compute needs, which in turn benefits Nvidia as a chip supplier.Mon 11:00
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34

Related events

• Larry Ellison holds about 40% of Oracle equity as the company competes in the AI infrastructure race alongside OpenAI and Nvidia.Jul 13
• Nvidia and Oracle are noted as major players in the software and AI stock markets.Sep 11
• OpenAI and Oracle are forming a joint venture to expand AI infrastructure, supported by Cummins in Abilene.Jun 28
• Nvidia and CHPS are both companies offering diversified exposure to AI, with Nvidia being a prominent public company listed on Nasdaq.Aug 28
• Oracle expanded its cloud infrastructure for partners while Larry Ellison served as Executive Chairman.Sep 15