rotative
the decoder · 2026년 5월 11일

Nvidia, 2026년에만 AI 파트너에 400억 달러 이상 투자

Nvidia는 2026년 OpenAI 지분 300억 달러와 인프라 거래 53억 달러를 포함해 AI 파트너 기업에 400억 달러 이상을 투자했습니다.

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nvidia has deployed over $40 billion into ai companies in 2026, acting as the industry's primary financial engine. the chipmaker recently secured rights to invest up to $2.1 billion in iren and $3.2 billion in corning to support critical infrastructure. the portfolio features a $30 billion stake in openai, with significant capital directed at anthropic, xai, and coreweave. critics suggest these transactions function as circular financing that secures future gpu demand, though ceo jensen huang claims the strategy supports the entire ecosystem.

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