1. Jensen Huang: NVIDIA Pulling Back Investments in OpenAI and Anthropic

TechCrunch·high signal

At the Morgan Stanley TMT conference, Jensen Huang revealed NVIDIA's $30B investment in OpenAI's $110B round will likely be its last, down from the originally touted $100B. His $10B Anthropic investment is similarly final. His stated reason — upcoming IPOs close the door — doesn't square with how late-stage private investing works, raising questions about whether the real driver is bubble concerns or Amodei's comparison of selling chips to China as "selling nuclear weapons to North Korea." This