alt Hacker NewsThis doesn’t bode well for Anthropic’s IPO indirectly, due to whole AI industry being propped up largely by Nvidia’s circular investment. Also there’s likely a big overlap of institutional investors who are both NVDA and ANT investors and will now likely seek to dump ANT at the opening bell.
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Part of me wonders if recent problems with AI (Huang leaks, OpenAI models hacking Huggingface), haven't been arranged by OpenAI in order to poison Anthropic's IPO.
This might rather save the IPO. Banned open source models will allow the closed source players to maintain power and recoup a larger part of their investment by driving up the prices.
Short term, days or weeks, there will be panic. But the impact of the change won't really be felt for years to come. For the next few years, the company will be fine.
Is that why tech bros are circling the wagons? https://www.nytimes.com/2026/11/11/technology/jensen-huang-a...
FALSE.
The coup of Jensen Huang was precisely organized by the same large institutional investors.
They want NVIDIA to lock-up firmware and prevent any open-weight models from being run. Everyone (at least in US/NATO/US-aligned world) will be forced to use Anthriopic/OpenAI or some other US based closed source model.
Open models will be banned at the GPU level.
This is done to cement the multi-trillion dollar valuation of the AI labs and prevent AI bubble from popping due to customers using free open-weight, instead of pay-per-token closed models
> due to whole AI industry being propped up largely by Nvidia’s circular investment.
This premise is most likely incorrect: https://www.exponentialview.co/p/the-state-of-the-ai-economy
If anything this should impact the IPO only to the extent it affects the production of new compute capacity, because it is clear that is the #1 thing they need to scale revenues.