This article first appeared on GuruFocus. Anthropics artificial-intelligence infrastructure commitments are becoming enormous, with Nvidia (NASDAQ:NVDA) saying the AI developer now has more than $180 billion of contracted value across cloud providers and neocloud operators. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.NVDA GF Value chart Nvidia disclosed the figure during its latest Non-Deal Roadshow, offering a new look at just how aggressively Anthropic is locking in computing capacity as it competes with OpenAI and other frontier-model developers. The Dario Amodei-led company has also contracted for 2.
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