---
title: "Nvidia halves OpenAI data center pledge as Anthropic revenue doubles"
url: https://www.parallelquant.com/posts/nvidia-halves-openai-data-center-pledge-as-anthropic-revenue-doubles-7ff262
source_name: "The Decoder"
source_url: https://the-decoder.com/investor-pressure-forces-nvidia-to-shrink-its-openai-bet-just-as-anthropics-numbers-defy-bubble-warnings/
published: 2026-08-15T15:41:02.000Z
topics: ["business", "chips"]
publisher: "Parallel Quant"
---

# Nvidia halves OpenAI data center pledge as Anthropic revenue doubles

*2026-08-15 · Source: [The Decoder](https://the-decoder.com/investor-pressure-forces-nvidia-to-shrink-its-openai-bet-just-as-anthropics-numbers-defy-bubble-warnings/)*

Nvidia cut its financial guarantee for OpenAI's planned Ohio data center from $250 billion to just under $120 billion after investor pushback. In the same period, Anthropic's quarterly revenue jumped from $4.7 billion to $11.5 billion.

**Why it matters:** The contrast is notable: investors are growing more cautious about open-ended AI infrastructure commitments even as at least one major lab shows real revenue growth, complicating the simple 'AI bubble' narrative and suggesting capital is starting to differentiate between speculative buildout and demonstrated demand.

**Topics:** business, chips

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Read the original: https://the-decoder.com/investor-pressure-forces-nvidia-to-shrink-its-openai-bet-just-as-anthropics-numbers-defy-bubble-warnings/
Canonical: https://www.parallelquant.com/posts/nvidia-halves-openai-data-center-pledge-as-anthropic-revenue-doubles-7ff262
Published by Parallel Quant — https://www.parallelquant.com