Nvidia ( NVDA +3.21%) is the most dominant player in the market for artificial intelligence (AI) chips by quite some distance. That's evident from the revenue that the chip designer generates from its data center segment each quarter, which is significantly more than its rivals generate in an entire year.

SoftBank unloaded $5.8 billion in Nvidia shares as part of a broader $40 billion bet on OpenAI, fueling fears of an AI bubble.

Japanese technology giant SoftBank says it has sold its stake in Nvidia, raising $5.8 billion to pour into other investments.

In the deal announced Tuesday, Nvidia and Microsoft will invest up to $10 billion and as much as $5 billion, respectively, in AI developer Anthropic ( ANTH.PVT ). Anthropic will buy $30 billion of compute capacity from Microsoft Azure, and Anthropic and Nvidia will collaborate on design and engineering, the companies said.

Investors worried about circular financing in the world of artificial intelligence got some more fodder this week, as Nvidia and Microsoft said they would invest in Anthropic, which plans to purchase chips from Nvidia and cloud capacity from Microsoft.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Microsoft and Nvidia are planning to invest up to $15 billion in total in Anthropic, in the latest AI-driven tie-up that also includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services.