Nvidia is reportedly discussing the provision of billions of dollars in financial backing to a cloud provider for its $45 billion deal with Anthropic. The agreement involves Nscale’s West Virginia campus and Nvidia’s Vera Rubin chips, but its financing and finalization have not yet been completed. This would place Nvidia in a financing role that goes beyond supplying chips. Markets reflect a lower perceived risk of CoreWeave bankruptcy, as the YES price for a 2027 bankruptcy prediction has declined.
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