Nvidia is gaining attention not only for its developed chips but also for its significant investments in the artificial intelligence ecosystem. The company announced that it has committed over $40 billion in this area. This figure only includes investments made in the first months of 2026.
Investments and Strategies
Nvidia's approximately $30 billion investment in OpenAI is part of this total. Additionally, the seven multi-billion dollar investments it has made in publicly traded companies are noteworthy. For instance, its planned $3.2 billion investment in glass manufacturer Corning and a $2.1 billion initiative towards data center operator IREN are considered significant strategic moves.
According to FactSet data, Nvidia has participated in around twenty investment rounds aimed at private ventures. However, the company's investments directed towards its own customers have drawn some criticism, as this reinforces the perception that money circulates among the same companies.
Moreover, interest in GPUs has surged alongside developments in artificial intelligence. This has led to Nvidia's market value increasing more than elevenfold over the past four years, reaching an estimated $5.2 trillion.
The unmarketable shares listed on Nvidia's balance sheet, which represent investments in private companies, have also shown a remarkable increase. Reports indicate that these shares have risen from $3.39 billion a year ago to $22.25 billion by the end of January. The company's earnings have also seen significant growth, climbing from $1.03 billion in the previous fiscal year to $8.92 billion. A large portion of this increase is attributed to its investment in Intel.