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Will Nvidia put a number on its OpenAI or Anthropic sales?

Yes if OpenAI or Anthropic share disclosed

Will Nvidia name OpenAI or Anthropic as a 10 percent customer, or disclose their revenue share, by November 18, 2026?

The rule

Yes if Nvidia's November 18, 2026 10-Q, release or call names OpenAI or Anthropic as a customer at 10 percent or more of revenue or states their combined revenue share.

Settles on the company's own results materials.

Source: Nvidia Q3 FY2027 earnings release, call transcript and Form 10-Q (SEC EDGAR, CIK 1045810)

What would move the Call

  • Whether Nvidia's 10-Q, release or call names OpenAI or Anthropic as a 10 percent or greater customer or states their combined revenue share.
Closes
Nov 16
7:00 PM ET
The thesis
Does the frontier model still command a price?

A test is listed when its specification is admitted and a divergence names two sides. The open markets →

Question, rule and source from the DeepStack engine, data as of Nov 10, 2026. Analysis and opinion, not investment advice.

The Analyst explains the thesis, the rule and the evidence. It never places an order.

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