Nvidia is signaling it may be done writing ever-larger equity checks to the AI startups it supplies, even as it remains the primary company selling the chips that make their ambitions possible. Speaking at the Morgan Stanley Technology, Media and Telecom Conference in San Francisco on March 4, CEO Jensen Huang said Nvidia’s recent investments in OpenAI and Anthropic are likely to be its last in both companies, arguing that once they go public, the window for private investing

Anthropic is pushing AI coding assistants into the place developers already live all day: team chat.  On December 8, 2025, the company announced a beta “research preview” that brings Claude Code into Slack, letting developers delegate real coding tasks directly from a conversation thread instead of bouncing between Slack and an IDE. The shift matters because the competitive edge is starting to look less like raw model quality and more like workflow ownership, meaning who can