Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
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Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology.
Key facts
Non-marketable equity securities (which are private company investments) held on Nvidia's balance sheet swelled to $22.25 billion at the end of January from $3.39 billion a year earlier
It also invested $2 billion in Nebius Group, an AI cloud company, as part of an agreement on AI infrastructure deployment, fleet management, inference and AI factory design
In March, Nvidia invested $2 billion in Marvell Technology as part of a strategic partnership to work on silicon photonics technology
In 2026, the pace of deals has kicked into overdrive, with Nvidia already topping $40 billion in commitments and expanding its portfolio to include more public equities
Summary
In 2026, the pace of deals has kicked into overdrive, with Nvidia already topping $40 billion in commitments and expanding its portfolio to include more public equities. This week alone Nvidia forged an agreement with data center operator IREN, giving it the right to invest up to $2.1 billion in the company, a day after Nvidia struck a pact with Corning, allowing it to invest up to $3.2 billion in the 175-year-old glass maker. Nvidia has been the biggest winner of the artificial intelligence boom, producing the graphics processing units required to train AI models and run large workloads.