THE APEX TIMES
Nvidia in reported talks to back Perplexity in a round that could value the startup at more than $30 billion
A report says Nvidia is discussing an investment in Perplexity, the AI search and assistant startup, in connection with a funding round that would push its valuation above $30 billion. Nvidia and Perplexity have not publicly confirmed the talks.
Nvidia is reportedly in discussions to invest in Perplexity as part of a funding round that could value the AI startup at more than $30 billion, according to a report carried by Yahoo Finance and citing The Information.
The report frames the potential investment as a way for Nvidia to align with rapidly growing players building AI-powered search and assistant tools. Perplexity, which has marketed an AI experience that aims to answer questions with sources and conversational output, has become one of the better known startups in the AI assistant category.
If the talks move forward, the transaction would add to a broader pattern in which major chip suppliers seek stakes or strategic ties with fast-scaling AI software companies. Nvidia, whose graphics processing units and data-center accelerators are widely used to train and run large AI models, has increasingly leaned into partnerships and platform relationships across the AI stack.
Details on the size of Nvidia’s potential stake, the structure of the round, or whether Nvidia would receive board-level rights were not disclosed in the report. The company also did not specify whether the participation would be purely financial or connected to any additional commercial arrangement.
Perplexity has similarly not confirmed the reported valuation or any specific investor. For now, the only concrete figure in the report is the implied valuation threshold above $30 billion, which would place Perplexity among the most highly valued private AI companies if achieved.
Market participants will likely watch whether any confirmation comes from Perplexity, through funding-announcement channels, or from Nvidia, through investor communications. In the event of a completed deal, investors would then look for disclosures around how the investment relates to Nvidia’s customer pipeline, including whether it indicates additional demand for AI compute from Perplexity’s model and product roadmap.
Even so, it is still unclear how the reported valuation would translate into actual ownership for Nvidia. In private rounds, valuations can be influenced by preferred terms, option pools, and expectations about near-term growth, which may not be fully reflected in public reporting until documents are filed or investors speak on the record.
Nvidia’s most recent positioning in AI has emphasized the ecosystem around its hardware, including tools that support model development and deployment, but the report did not describe any specific technology deal tied to this potential investment. Until further disclosure, the practical impact on Nvidia’s near-term financial results would be difficult to quantify from this reporting alone.
Why It Matters
- If confirmed, the potential Nvidia investment would underscore how major AI-chip suppliers are seeking exposure to high-growth AI software and assistant platforms.
- A Perplexity valuation above $30 billion would reflect continued investor appetite for AI search and assistant use cases.
- The absence of disclosed terms means any financial impact for Nvidia depends on deal size, timing, and accounting treatment once disclosed.
- The development would be another test of whether strategic funding is translating into customer and ecosystem leverage for AI infrastructure providers.
Sources
Key Facts
- A report says Nvidia is in talks to invest in Perplexity in connection with a funding round.
- The reported round could value Perplexity at more than $30 billion.
- The reporting attributed the information to The Information, and it is not presented as a confirmed deal.
- The report did not provide deal terms such as stake size, pricing, or whether Nvidia would have governance rights.
Technology Related
Netflix stock holds steady as a major Brazil content deal with Globo does not shift retail sentiment ahead of earnings
A widely discussed Netflix content agreement with Brazil’s Globo is being framed by some investors as a step toward strengthening the service’s local programming, but retail traders appeared unconvinced going into the company’s next earnings window.
Microsoft’s higher margins and Oracle’s faster revenue growth set up a 2026 stock comparison
A market-focused comparison in 2026 framed the choice between Microsoft and Oracle around a tradeoff: Microsoft earns more profit per dollar of sales, while Oracle has been expanding revenue more quickly.
Nvidia and chip stocks see a rare long slump, reviving debate over whether to buy into the rebound
A market pullback that stretches into the longest losing streak for major chip shares since 2008 is testing investor nerves, even as Nvidia’s stock has historically tracked broader recoveries.
Netflix releases trailer and key art for Taiwan’s first emergency-room drama, “Miracles of the ER”
The streamer has unveiled an official preview and campaign art for “Miracles of the ER,” a Taiwan-set medical drama that Netflix says will launch globally on November 12.
Amazon receives a warrant tied to $521.4 million of 3M stock as data-center partnership expands
The expanded arrangement links Amazon’s future purchases of 3M shares to the hyperscaler’s data center demand, Reuters-style market reporting said as MMM moved higher after the announcement.
Citi Pins the “AI Debt Squeeze” Selloff on Rising Bond Yields, Not Demand, and Backs Microsoft
In a note cited by Yahoo Finance, Citi analyst Tyler Radke argues that the pressure on “neocloud” companies is being driven more by borrowing costs than by weakening appetite for AI-related infrastructure, and he favors Microsoft over smaller cloud peers.
3M shares rise after report ties Amazon data-center spending to potential stake in the industrial company
A market report says Amazon could gain an ownership position in 3M if it spends $6 billion on 3M’s data-center products, as the industrial supplier leans further into AI-related infrastructure and a planned Taiwan investment.
JPMorgan upgrades Intel to Neutral in fresh Wall Street note, according to Yahoo Finance
A market wrap flagged JPMorgan’s constructive stance on Intel shares, lifting its rating to Neutral. The brief update offered limited detail on what drove the shift.
Marathon Petroleum’s surge puts a dent in Nvidia’s market lead as one analyst flags more upside
A sharp run in Marathon Petroleum shares has pushed the U.S. refiner above major semiconductor names in 2026 performance, drawing attention to how quickly leadership can shift across sectors.
Netflix highlights “anime classics” in a new newsroom push aimed at keeping older fandoms engaged
In a post on its Netflix Newsroom, the streaming company spotlights well-known anime titles as a way to draw in viewers who may not yet have explored the genre’s earlier waves.