Nvidia commits $40B to equity AI deals in early 2026
Original: Nvidia has already committed $40B to equity AI deals this year
Why This Matters
Nvidia's massive investment strategy reinforces its dominant position in the AI ecosystem
Nvidia has committed over $40 billion to equity investments in AI companies in the first months of 2026, including a $30 billion investment in OpenAI and deals with Corning and IREN totaling billions.
Nvidia has invested more than $40 billion in AI equity deals in early 2026, with the largest being a $30 billion investment in OpenAI. The chipmaker also announced seven multi-billion dollar investments in public companies, including up to $3.2 billion in glassmaker Corning and $2.1 billion in data center operator IREN. The company participated in around two dozen private startup investment rounds in 2026, following 67 venture deals in 2025. Critics describe these as circular investments since Nvidia invests in its own customers, though Wedbush analyst Matthew Bryson suggests successful investments could help build a competitive moat.