8/25/2026, 1:03:54 PM · ai-search

Nvidia in Talks for Equity Stake in Perplexity at Over $30 Billion Valuation

The chip giant is discussing a direct equity investment in the AI search startup as Perplexity's annualized revenue surges past $750 million, more than tripling since the start of 2026.

Nvidia is in discussions to invest in Perplexity as part of an equity funding round that would value the artificial intelligence (AI) search startup at more than $30 billion, according to a report by *The Information* published on August 24, 2026, citing people with knowledge of the discussions. <cite index="6-1">Reuters confirmed the report, noting that the round would value the AI startup at more than $30 billion.</cite> <cite index="6-6">Perplexity declined to comment on the report, while Nvidia did not immediately respond to a request for comment.</cite>

Valuation Trajectory

<cite index="16-8,16-9">The proposed round would value Perplexity at more than $30 billion, up from its $20 billion valuation last September — an increase of more than 50% in about a year.</cite> <cite index="1-8">The company closed a $23 billion round in January 2026 and a $20 billion round in September 2025, having climbed from roughly $1 billion to over $30 billion in about two years.</cite> <cite index="1-3">The round would mark Nvidia's first move to a straight equity stake after it earlier weighed a technology licensing deal and hiring some of Perplexity's staff.</cite>

Revenue Surge Driven by Perplexity Computer

<cite index="2-5">Perplexity's annualized revenue has climbed above $750 million, compared with less than $250 million at the beginning of the year.</cite> <cite index="15-5">That means the company's revenue run rate has more than tripled in less than a year.</cite> <cite index="6-5">Part of the revenue growth has been driven by Perplexity Computer, a cloud-based AI agent (artificial intelligence agent) used by professionals to automate computer-based tasks.</cite> <cite index="10-3">Growth has also been aided by a usage-based pricing layer on top of existing subscriptions, introduced alongside the February 2026 launch of the Computer product.</cite>

<cite index="17-5,17-6">At a $30 billion valuation and a $750 million annualized revenue run rate, investors would be valuing the company at roughly 40 times current annualized revenue.</cite> <cite index="4-12">Chief Executive Officer Aravind Srinivas has said the company plans to pursue an initial public offering (IPO) in 2028, regardless of how the planned listings of OpenAI and Anthropic perform.</cite>

Hardware Ties Precede the Investment Talks

The equity discussions follow a deepening operational relationship between the two companies. <cite index="19-1">On July 7, 2026, Perplexity announced its intention to utilize Nvidia's newly launched Vera central processing unit (CPU) to enhance its AI agent workloads.</cite> <cite index="19-8">According to Nate Kupp, Vice President of Enterprise Infrastructure at Perplexity, the Vera CPU processes AI agent coding tasks at approximately 1.5 times the speed of traditional CPUs.</cite> <cite index="27-4">Nvidia launched the Vera CPU on March 16, 2026, describing it as "the world's first processor purpose-built for the age of agentic AI."</cite>

Nvidia's Broader Investment Pattern

<cite index="8-4,8-5">The reported investment follows a series of Nvidia-backed companies that also rely heavily on Nvidia's hardware. Earlier this year, Nvidia expanded its relationship with AI cloud provider CoreWeave by investing another $2 billion in the company while simultaneously deepening their infrastructure partnership.</cite> <cite index="8-9">The company has continued backing AI startups including Fireworks, Sarvam, Safe Superintelligence Inc., and Firmus, adding to a growing portfolio that spans foundation models, AI infrastructure, and enterprise AI applications.</cite>

<cite index="4-9">Perplexity has attracted other prominent investors, including Amazon founder Jeff Bezos and Japan's SoftBank Group.</cite> <cite index="11-4">Perplexity committed $750 million to Microsoft Azure infrastructure in January 2026, signaling aggressive scaling of its AI search capabilities.</cite> <cite index="10-4">The company serves more than 100 million monthly active users from its search and agent tools, including tens of thousands of enterprise clients.</cite>

As of publication, no formal closing of the round has been announced, and terms remain subject to change.

Cross-references

Sources

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