Earnings$NVDA5:50 PM ETdeveloping · v2

Nvidia CEO confident OpenAI, Anthropic will remain customers despite own chip development

By BORSA NewsroomPublished Aug 26, 2026, 5:50 PM EDTUpdated Aug 26, 2026, 5:52 PM EDT

Nvidia CEO Jensen Huang said he has 100% confidence that OpenAI and Anthropic will remain customers for a long time, even as they build their own chips. He also regretted not investing more and sooner in the companies.

Sentimentbullish 65

Bullish · 65 of 100

Impact40

low · stays off the top drivers

Confidence70%

moderate confidence · 2 wires

Eventdeveloping

v2 · alerted to followers

WHAT WE KNOW

Jensen Huang made these statements publicly.