Jensen Huang Says Nvidia Has 'Big Plans' For Anthropic — 'We're Scaling Very, Very Quickly'

Nvidia Corp. (NVDA) CEO Jensen Huang on Thursday stated that the company has “big plans” for Anthropic, after the chip giant posted yet another beat-and-raise quarter on Wednesday.

During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment.

“We’re gaining share there because… we’ve always supported OpenAI, xAI, Meta, Microsoft and a whole bunch of other AI startups, but this year, we had the benefit of also winning Anthropic,” Huang said.

He added that Nvidia is helping the OpenAI rival scale up and have more capacity to expand its reach and generate more revenue.

“With Anthropic, we’re scaling very, very quickly. We’ve got big plans for them,” Huang said, while adding that Nvidia is gaining share in AI inference as well as hyperscalers.

Nvidia shares were down 2% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the time of writing.

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Also See: NVDA Stock Looks 'Remarkably Cheap', Says Wall Street After Beat-And-Raise Q1 — Analyst Sees Nvidia Market Cap Soaring Past $10 Trillion

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