Bloomberg Surveillance · Monday, August 31, 2026
CJ Moose detailed NVIDIA's dual strategy of securing its supply chain through multi-year contracts and financial partnerships, and funding critical AI players like Anthropic and OpenAI. This approach aims to ensure continued demand for NVIDIA's compute power and maintain its platform dominance.
“So I think, you know, when you look at these investments in isolation, this one makes perfect sense to me. They are their physical partner. More broadly speaking, you know, I think that Jensen is doing two things with the investments. Number one, he's securing his supply chain.”
“You know, and I think it is multi-year contracts plus, you know, endeavoring to bring financial institutions to support the investment so that that becomes another competitive advantage for them. And then the other is just the simple notion that, you know, Anthropic and OpenAI have limited balance sheets.”
“You know, they're competing against the largest hyperscalers on Earth. They have run out of compute. They have. visibility to demand for more compute to support their models. And so in that backdrop, they need to find funding elsewhere. And that's where NVIDIA has been willing to do it.”