Nvidia's investments grow to $99 billion as chip giant becomes major backer of AI companies
- ID
- 21403
- Status
- summarized
- Published
- 04 Sep 2026, 5:32 PM
- Fetched
- 04 Sep 2026, 5:36 PM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/09/04/nvidia-ai-investments-99-billion.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 5.5
- Created
- 04 Sep 2026, 5:36 PM
- Tags
- Audience
- developersai_ml_learnerssaas_founders
What happened
Nvidia's equity investments surged to $99 billion as of July 26, up from ~$7 billion a year earlier and ~$2.2 billion two years prior, with over $40 billion committed in 2026 alone. Investments span the AI stack including OpenAI, CoreWeave, and Nebius, positioning Nvidia as both chip supplier and strategic backer across frontier labs, cloud providers, and infrastructure companies.
Why it matters
Nvidia is now both your GPU supplier and an investor in the cloud providers you rent compute from (CoreWeave, Nebius). This vertical integration means GPU pricing, availability, and roadmap priorities may increasingly favor Nvidia-backed platforms over independents—worth factoring into multi-year cloud and infrastructure commitments, especially for Malaysian founders evaluating GPU cloud vendors.
Discussion angle
If you're choosing a GPU cloud provider today, does Nvidia's equity stake in CoreWeave or Nebius change your calculus on lock-in, pricing stability, or long-term viability versus AWS/GCP/Azure?