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Nvidia's $40 Billion AI Spending Spree: Inside the Chipmaker's Bid to Own the Stack
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Nvidia's $40 Billion AI Spending Spree: Inside the Chipmaker's Bid to Own the Stack

Nvidia has already committed more than $40 billion in equity investments in 2026, ranging from a $30 billion bet on OpenAI to multibillion-dollar deals with IREN, Corning, and a roster of neoclouds. Here's what that means for the AI supply chain and for shareholders.

May 9, 2026