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. It’s been a lucrative endeavor, as the company’s $5 billion bet on Intel

is now worth over $25 billion, a historic return in a matter of months.

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.