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Nvidia has already committed $40B to equity AI deals this year

Nvidia has committed over $40 billion to AI equity investments in early 2026, including a massive $30 billion investment in OpenAI and multi-billion dollar deals with companies like Corning and IREN. The chipmaker's aggressive investment strategy, which included 67 venture deals in 2025, is creating a 'competitive moat' but also drawing criticism for circular deals with its own customers. This positions Nvidia as a dominant force in shaping the AI ecosystem through strategic capital deployment.

Background

Nvidia has transformed from a gaming GPU manufacturer to a leading force in AI hardware and software, with its chips powering most AI training and inference workloads. The company's strategic investments in AI startups and related technologies have become a key part of its business strategy.

Source
TechCrunch
Published
May 9, 2026 at 10:43 PM
Score
7.0 / 10