Hacker News
Nvidia Commits $40B+ in AI Equity Investments in 2026, Financing the Entire AI Supply Chain — CNBC
Nvidia has committed over $40 billion in AI equity investments in 2026 alone, led by a $30 billion stake in OpenAI, plus new deals this week with data center operator IREN (up to $2.1B) and Corning (up to $3.2B for three new fiber-optic facilities). The strategy goes beyond chips — Nvidia is financing companies across the entire AI infrastructure stack while securing commercial deals that ensure deployments run on Nvidia hardware. Critics flag circular investment concerns, as Nvidia is effectively investing in its own customers, but the scale represents an unprecedented vertical integration play in AI infrastructure.
Source
↳ Follow the thread