Overview
- Nvidia reported $99 billion in equity investments as of July 26, 2026, split about $48 billion in public stocks, $48 billion in private shares, $3 billion in equity‑method holdings and roughly $25 billion in additional commitments.
- The company has disclosed large, named positions including about $30 billion in Intel and $21 billion in SpaceX and says it has invested nearly $50 billion in frontier AI labs, including a reported $30 billion into OpenAI.
- In August Nvidia announced non‑binding memorandums with major asset managers to help mobilize over $500 billion of financing for GPU deployments and disclosed it could provide conditional credit support for large data‑center projects.
- Nvidia said it plans to buy AI developer Hugging Face for $12.9 billion and has been investing in neoclouds and photonics firms to secure capacity, reduce supplier risk and protect its software and hardware advantages.
- Analysts and some investors warn the strategy concentrates influence and risk because Nvidia’s balance sheet now links the company to customers, suppliers and project financing which could magnify losses if GPUs lose value or projects falter.