STOCKS | Nvidia's Equity Investments Surge to $99 Billion

Nvidia's equity investment portfolio reached $99 billion as of July 26, up sharply from about $7 billion a year earlier and about $2.2 billion two years earlier. According to Sina Finance, the company said the investments are intended to expand its ecosystem, uncover growth opportunities, and strengthen its competitive position. The article said Nvidia has invested across frontier AI labs, cloud providers, and infrastructure companies, including OpenAI, CoreWeave, and Nebius. It also said Nvidia committed more than $40 billion in 2026 and that its equity stakes have made it one of the world's largest strategic investors in technology companies. According to Sina Finance, Nvidia said it has invested nearly $50 billion in multiple frontier AI labs and participated in OpenAI's $110 billion financing in February, investing $30 billion. It also said Nvidia invested $2 billion in CoreWeave in January and $2 billion in Nebius in March. CCS Insight research director Ian Fogg said Nvidia wants customers and partners to thrive so they can generate ongoing business for the company. Forrester chief analyst Naveen Chhabra said Nvidia is using direct funding to help AI infrastructure backers, specialized cloud providers, and foundation model labs buy Nvidia GPUs.