Could the Anthropic Partnership Be Nvidia’s Most Important AI Deal Yet? | The Motley Fool

Nvidia (NVDA 0.97%) has asserted itself as the leader of the artificial intelligence (AI) data revolution, primarily because of the essentialness of its graphic processing units (GPUs).

Nvidia’s GPUs are the brains behind the AI applications driving the new tech boom, like ChatGPT and similar generative AI tools, and the company is estimated to have more than a 90% share of the data center GPU market, which is where the AI revolution is happening.

The chip giant’s success is the fruit of decades of planning and investment, beginning with its invention of the GPU in 1999 and followed but its CUDA software library that helps make its GPUs easy to use for developers, creating stickiness.

Partnerships and alliances

However, since the initial frenzy following the ChatGPT launch, Nvidia has established itself as the kingpin of AI in another way. It’s forged a vast network of partnerships and alliances, connecting it to many of the other top players in AI, and reinforcing their dependence on Nvidia.

Those include:

• Arm Holdings: Nvidia owns 1.1 million shares in Arm, and works closely with it on products like the Arm-based Grace Blackwell Superchip.
• CoreWeave: Nvidia owns 24.3 million shares in CoreWeave, one of the two major neocloud, or AI-specific cloud computing platforms. Nvidia helped prop up CoreWeave’s IPO, and the two companies are customers of…