Anthropic explores a public listing, signaling investor appetite for AI model company capital and growth opportunities.

Nvidia Corporation (ISIN US67066G1040) closed at USD 218.29 on Nasdaq on September 11, 2026, leaving the artificial intelligence chip leader trading roughly seven percent below its monthly intraday high of approximately USD 234, according to The Market Periodical. On September 12, 2026, new reports indicated that Nvidia is in discussions to invest up to USD 10 billion as an anchor investor in Anthropic’s planned initial public offering, underscoring the company’s aggressive expansion within the broader AI infrastructure ecosystem, as reported by Investing.com.

Reuters reporting via Investing.com further detailed that Nvidia is considering a potential commitment of as much as USD 10 billion to anchor Anthropic’s IPO. This would rank among the largest anchor investments ever recorded for a public offering and would directly tie Nvidia’s capital allocation to one of the leading AI model developers utilizing its hardware and software stack. The proposed investment adds significant financial exposure atop Nvidia’s existing position as the dominant supplier of graphics processing units and related AI infrastructure, cementing its role as the primary provider of chips used to train AI models. For shareholders, such a substantial commitment presents both opportunity and risk: Nvidia stands to benefit from Anthropic’s growth and deeper alignment between hardware and model development, yet it would also concentrate a sizable portion of capital in a single entity amid an evolving regulatory and competitive landscape, according to Tikr.

Valuation remains a central theme for Nvidia stock. An analysis published on September 12, 2026, noted that shares closing at USD 218.29 trade at approximately 18.12 times next-twelve-month normalized earnings, reflecting the premium investors continue to assign to the company’s AI growth profile. The same discussion highlighted that shareholders are effectively assuming greater risk as Nvidia pursues dual revenue streams from AI infrastructure, combining hardware supply with potential equity stakes in AI software and platform companies. Fundamentally, Nvidia’s recent results and guidance support bullish long-term scenarios. A September 12, 2026 model projected by The Motley Fool suggests that if the company’s current growth trajectory continues and its valuation multiple holds, the stock could reach approximately USD 490 by the end of 2027—a potential increase of roughly 113 percent from current levels. While this scenario relies on projections rather than formal corporate guidance, it illustrates assumptions that Nvidia could nearly double its market capitalization over the next two years if demand for AI hardware and infrastructure remains robust.

Near-term sentiment aligns with this optimism. Consensus data compiled by MarketBeat on September 12, 2026, shows Nvidia carrying an average “Buy” rating, supported by three “Strong Buy,” fifty “Buy,” and two “Hold” recommendations. The consensus price target stands at approximately USD 324.34. Relative to the September 11 closing price of USD 218.29, this implies upside potential of roughly 49 percent, indicating that many analysts still anticipate meaningful appreciation despite recent volatility.

Despite a pullback into the low USD 220s this week, Nvidia remains a strong long-term outperformer. Analysis from September 12, 2026, notes that shares are up approximately 24 percent year-to-date compared to a roughly 14 percent gain for the S&P 500, outpacing the broader market by about 10 percentage points in 2026. Another assessment underscored that Nvidia has constructed a wide economic moat through its CUDA software platform and integrated hardware ecosystem, reinforcing why both institutional and retail investors continue to treat it as a core AI exposure. Nevertheless, recent commentary points to notable short-term selling pressure, with the stock dipping to around USD 219 on September 11 after peaking near USD 234 earlier in the month. For investors, this near-term weakness—coupled with ambitious strategic moves like the potential Anthropic stake—frames a clear trade-off between owning the premier AI infrastructure name and absorbing the additional risks associated with high valuation multiples and concentrated capital deployments.

As of the most recent completed trading day prior to publication, Nvidia stock closed at USD 218.29 on Nasdaq on September 11, 2026, following an intraday low near USD 219 and a recent monthly high around USD 234. This places the shares toward the lower end of their current trading range, well below optimistic scenario projections that foresee substantial gains if Nvidia’s AI infrastructure strategy and possible Anthropic investment translate into sustained earnings growth and continued market leadership.

Company: Nvidia Corporation

ISIN: US67066G1040

Ticker: NVDA

Trading venue: Nasdaq

Price (as of September 11, 2026): USD 218.29

Sector / Industry: Information Technology / Semiconductors

Index membership: S&P 500