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

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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