The Motley Fool
30 Oct 2026, 07:30 UTC · 1h ago
The Smartest AI Stock to Buy on Anthropic's IPO Filing Isn't Anthropic
Impact · against what's priced in
The news that Anthropic's S-1 suggests an AI build-out lasting 5-10 years is positive for Nvidia, but it primarily reinforces a bull case the market is already discounting. While it supports the long-term capex thesis, it does not provide the concrete order evidence required to move the price toward the aggressive $1 trillion revenue projections currently being declined.
- NVDA+0.15
Challenges what's priced in
- The price assumes
The $1 trillion cumulative revenue projection for Blackwell and Rubin architectures through 2027
Anthropic's S-1 cites spending timeframes extending 5 to 10 years, providing external validation for the multi-year build-out that underpins the $1 trillion revenue projection the market currently refuses to pay for.
What NVDA's price assumes · Sep 1
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