Nvidia Has Already Invested $40B in AI Equity Deals

Friends, I’d like to share an AI update: in early 2026 Nvidia directed more than $40 billion into equity investments.

- The bulk—$30 billion—went to OpenAI; the remainder comprises several multibillion‑dollar stakes in public companies and participation in startup rounds, according to CNBC and FactSet.
- Wedbush analysts criticize such "circular" investments but note they may strengthen Nvidia’s competitive moat if successful.

Why it matters: the scale of these investments reshapes power dynamics in the AI ecosystem and affects access to resources and technology.

Do you think this makes Nvidia more dominant or raises risks for its rivals?

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