NVIDIA in Talks to Invest in Anthropic: Two Contracts, Opposite Weeks
On Binance, NVDAUSDT fell 0.85% this week while ANTHROPICUSDT rose 0.78%. The same theme moved the two contracts in opposite directions.
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NVIDIA is in talks to invest in Anthropic, a deal that would tie compute supply closer to model demand. On Binance, the two related contracts did not move together: NVDAUSDT fell 0.85% this week, while ANTHROPICUSDT rose 0.78%. Same theme, opposite directions, which suggests the market is pricing the two legs separately rather than treating the news as a one-way signal. The daily data below is reviewed against the Binance official endpoint.
What the week looked like on each contract
| Date | NVDAUSDT open/close | Change | ANTHROPICUSDT open/close | Change |
|---|---|---|---|---|
| 2026-09-09 | 225.5 / 223.86 | -0.73% | 2058 / 2129.77 | 3.49% |
| 2026-09-10 | 223.88 / 218.06 | -2.6% | 2130.53 / 2054.45 | -3.57% |
| 2026-09-11 | 218.07 / 218.5 | 0.2% | 2054.61 / 2113.22 | 2.85% |
| 2026-09-12 | 218.49 / 218.68 | 0.09% | 2113.22 / 2056.26 | -2.7% |
| 2026-09-13 | 218.68 / 214.53 | -1.9% | 2056.76 / 2068.8 | 0.59% |
| 2026-09-14 | 214.53 / 212.28 | -1.05% | 2069.51 / 2092.08 | 1.09% |
| 2026-09-15 | 212.27 / 212.71 | 0.21% | 2092.19 / 2085.36 | -0.33% |
| 2026-09-16 | 212.7 / 212.71 | 0% | 2085.64 / 2085.6 | 0% |
Three days stand out. On 2026-09-10 both contracts fell together: NVDAUSDT went from 223.88 to 218.06, down 2.6%, and ANTHROPICUSDT went from 2130.53 to 2054.45, down 3.57%, the largest daily drop of the week on both. On 2026-09-13 they split: NVDAUSDT fell from 218.68 to 214.53, down 1.9%, while ANTHROPICUSDT rose from 2056.76 to 2068.8, up 0.59%. The split continued on 2026-09-14, with NVDAUSDT down 1.05% and ANTHROPICUSDT up 1.09%. By 2026-09-16 both closed nearly flat.
Where this week ranks in each sample
NVDAUSDT has 26 weekly samples, and 15 weeks were stronger than this one, which fell 0.85%. Among the stronger weeks, 2026-08-03 rose 12.02%, 2026-05-04 rose 8.41%, 2026-08-31 rose 6.65%, 2026-04-06 rose 6.62%, 2026-03-30 rose 6.51%, 2026-07-06 rose 6.36%, and 2026-04-13 rose 6.25%.
ANTHROPICUSDT has only 16 weekly samples, and 6 weeks were stronger than this one, which rose 0.78%. Among the stronger weeks, 2026-08-10 rose 22.07%, 2026-08-17 rose 6.4%, 2026-09-07 rose 5.83%, 2026-08-31 rose 3.81%, 2026-06-15 rose 2.17%, and 2026-08-03 rose 1%. The two samples differ in length, so comparing week counts across them is not meaningful.
What the trending posts say
Trending posts on Square argue that NVIDIA's talks to invest in Anthropic deepen the link between compute supply and model demand, and that money will look for both legs of the trade, NVDAUSDT on the compute side and ANTHROPICUSDT on the model side (relayed, not the site's view). Some posts also note that expectations were already building before the news, so the actual announcement may not bring incremental buying and could instead trigger profit-taking.
Three things easy to miss
First, news and price do not map one-to-one. NVDAUSDT fell 0.85% and ANTHROPICUSDT rose 0.78% this week, both modest moves, which suggests the market is still digesting rather than committing to a direction.
Second, the two contracts are not the same kind of asset. NVDAUSDT is a US equity USDT-margined perpetual, while ANTHROPICUSDT is a pre-IPO valuation USDT-margined perpetual, so the latter tracks valuation expectations rather than a listed stock price. Applying one framework to both can lead to wrong conclusions.
Third, perpetuals carry funding costs that accumulate over time, and with high leverage a wrong-way move is amplified. The best week is always a conclusion in hindsight: the 22.07% week on ANTHROPICUSDT in 2026-08-10 was not knowable in advance.
Fees
Binance contract default maker fee is 0.02% and default taker fee is 0.05%. After a 20% rebate, the effective maker fee is 0.016% and the effective taker fee is 0.04%. Both contracts use this tier, so frequent trading accumulates cost quickly.
Source: https://fapi.binance.com/fapi/v1/exchangeInfo
Data as of 2026-09-16; source: Binance official endpoint. Not investment advice.
Binance is not available in your region. What follows is not a centralized exchange โ it is a different kind of product that you can use:
๐ Binance Web3
A self-custody wallet inside the Binance app; swaps route through on-chain DEX aggregation, not an exchange account
Bind via our link and wallet swap fees drop 30%. On-chain gas and slippage are not covered by the discount.
You must already be a verified Binance user to create a Binance Wallet (official FAQ Q13); wallet referrals and exchange referrals are two separate systems. Zero-fee pairs such as stablecoin swaps generate no rebatable fee.