Nvidia has already committed $40B to equity AI deals this year
The chipmaker has backed around two dozen private startup rounds and seven public companies as critics warn of circular financing.
- On Saturday, May 9, 2026, Nvidia shares climbed 1.76% to $215.16, solidifying the company's position as the world's most valuable business with a market cap exceeding $5.1 trillion as of May 7.
- Driving this dominance, Nvidia has committed over $40 billion to equity investments in 2026, financing the entire AI supply chain to ensure sufficient capacity for its highly sought-after GPUs.
- This week, Nvidia forged agreements to invest up to $3.2 billion in glassmaker Corning and up to $2.1 billion in data center operator IREN, accelerating development of critical technology in short supply.
- Mizuho analyst Jordan Klein expressed skepticism regarding neocloud investments, suggesting Nvidia is "pre-funding the purchase of your own GPUs" to artificially support demand.
- Wedbush Securities analyst Matthew Bryson suggested the investments could help Nvidia build a "competitive moat" if executed successfully, though they fit a "circular investment theme" raising durability concerns.
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Nvidia Pours $40 Billion Into Equity AI Deals In 2026, Led By $30 Billion OpenAI Bet
BitcoinWorld Nvidia pours $40 billion into equity AI deals in 2026, led by $30 billion OpenAI bet Nvidia has committed more than $40 billion to equity investments in artificial intelligence companies during the first few months of 2026, according to a CNBC report citing company disclosures and market data. The chipmaker’s aggressive push into dealmaking underscores its deepening financial entanglement with the AI ecosystem it has helped power. …
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