Nvidia has already committed $40B to equity AI deals this year
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- Nvidia has committed over $40 billion to equity investments in AI companies in early 2026, according to CNBC.
- Nvidia poured $30 billion into OpenAI, accounting for the bulk of that $40 billion total.
- Nvidia announced seven multi‑billion‑dollar equity stakes in publicly traded AI firms, including up to $3.2 billion in Corning and up to $2.1 billion in IREN.
- Nvidia has backed 67 AI startup venture deals in 2025 and participated in roughly two dozen private startup rounds in 2026, per FactSet data.
- Matthew Bryson (Wedbush Securities) called Nvidia’s equity bets “circular” but noted they could build a competitive moat if successful.
Why it matters: AI startups gain massive funding, while rivals see Nvidia deepening control over key AI supply chain, potentially squeezing competition and locking customers into Nvidia‑centric ecosystems.
