Nvidia commits $40B to AI equity in 2026
nvidia committed over $40 billion to ai equity deals in early 2026, led by a $30 billion openai investment.
nvidia deployed over $40 billion into ai equity deals in the early months of 2026, with $30 billion allocated to openai alone. the company expanded its portfolio with seven investments in public firms, including $3.2 billion in corning and $2.1 billion in iren. factset data indicates nvidia joined roughly two dozen private startup rounds this year. analysts like matthew bryson criticize these deals as circular but acknowledge they may secure nvidia's market dominance.