Nvidia Stock: Retail Investors Pour $2.5B Into NVDA as Anthropic Signs $35B AI Deal

• Nvidia stock has seen roughly $2.5 billion in retail buying over 15 straight sessions, showing sustained investor demand for NVDA
• Anthropic signed a $35 billion cloud deal with Nvidia-backed Lambda, tied to a 350-megawatt Texas data center
• Nvidia reported $96.2 billion in quarterly revenue, up 106%, while Data Center revenue jumped 117% to $89 billion

Nvidia stock is getting support from two very different corners of the market. Retail investors have been steadily buying the shares, while one of the biggest names in AI is committing billions more to computing capacity. Anthropic’s latest deal puts Nvidia hardware at the center of another major infrastructure buildout, adding to a run of huge AI spending commitments. The combination gives investors something more concrete to watch than sentiment alone as NVDA heads into September.

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Nvidia Stock Gets a Boost From Retail Buying and a $35B Anthropic Deal

Retail investors have been unusually persistent with Nvidia. They have reportedly bought Nvidia shares for 15 straight trading sessions, accumulating roughly $2.5 billion worth of the stock over that period. One session alone accounted for about $250 million in purchases.

The buying is notable because it has continued even after Nvidia’s latest earnings gave the market plenty to digest. The company reported $96.2 billion in quarterly revenue, up 106% from a year earlier, while Data Center revenue jumped 117% to $89 billion. Nvidia expects another $108 billion in revenue for the current quarter.

Anthropic Adds Another $35 Billion AI Spending Signal

The company has signed a $35 billion cloud-computing deal with Lambda, an Nvidia-backed provider. The agreement is tied to a Texas data center being developed in Nueces County, with around 350 megawatts of capacity. Nvidia chips are expected to provide the computing power for the facility.

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The deal comes shortly after Anthropic said it would spend another $45 billion renting AI cloud capacity from Nscale in West Virginia. This means Anthropic alone has now committed enormous sums toward the computing infrastructure needed to keep its AI products running and expand them further.

The Anthropic agreement also fits neatly into Nvidia’s strategy. The company has been working to make its chips, networking equipment and software part of the infrastructure behind the next generation of AI services.

Nvidia said in its latest earnings report that demand is accelerating and that its Vera Rubin platform is already in full production. It also said its Data Center business generated $89 billion in the latest quarter.

For Nvidia shares, the interesting part is the overlap. Retail investors are continuing to buy the stock while AI companies are still signing multibillion-dollar infrastructure contracts.

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