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Nvidia Pours Billions Into the Companies Supporting AI Growth - The National CIO Review

Nvidia has committed more than $40 billion in 2026 to funding AI infrastructure across multiple layers, from cloud providers to model developers.
The investments often pair equity with deployment or infrastructure agreements tied to Nvidia hardware.
Nvidia’s funding spans Corning, IREN, CoreWeave, Nebius, and other partners involved in AI infrastructure.
Nvidia has also participated in funding rounds for OpenAI, Anthropic, and xAI, linking chip financing to AI labs.
Analysts describe Nvidia’s approach as a circular investment model that may boost dependence between hardware suppliers and AI developers.
The strategy aligns Nvidia’s capital with broader AI infrastructure growth amid competition for power, networking hardware, and data center space.
Nvidia reports about $97 billion in free cash flow last fiscal year, supporting large investments.
The company recorded nearly $9 billion in gains from equity investments, aided by holdings like Intel.
Nvidia’s OpenAI investment stands as the company’s largest disclosed AI investment at $30 billion.
Nvidia emphasizes financing to address AI infrastructure constraints tied to power, optics, and data center construction.

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