
Nvidia has invested over $40 billion in AI-related equity deals in early 2026, with a major $30 billion stake in OpenAI. The company also made multi-billion dollar investments in public firms like Corning and IREN, signaling strong confidence in the AI sector. Despite criticism of circular investments, analysts suggest these moves could strengthen Nvidia's competitive position. Nvidia's ongoing investments highlight its role as a key player shaping the AI ecosystem's future.