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Infra2026-05-10 · source-backed

NVIDIA Commits $40B+ in AI Equity Investments in 2026.

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CNBC reports investments include a $30B stake in OpenAI, $2.1B in data center operator IREN, and $3.2B in Corning for three new fiber-optic facilities. NVIDIA is financing the entire AI supply chain while ensuring deployments run on NVIDIA hardware. Critics flag the circularity of investing in your own customers. They're not wrong. But at this scale, NVIDIA is betting on the category, not individual companies.

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