Nvidia's AI Investment Bets Top $40 Billion In 2026, Led By OpenAI Stake

Nvidia Corp. (NASDAQ:NVDA) reportedly committed more than $40 billion to AI equity investments in early 2026, anchored by a $30 billion bet on OpenAI.

Chipmaker Doubles Down on Ecosystem Bets

Beyond OpenAI, NVDA announced seven multi-billion-dollar deals in publicly traded companies, including up to $3.2 billion in Corning Inc. (NYSE:GLW) and up to $2.1 billion in data center operator IREN Ltd. (NASDAQ:IREN), CNBC reported on Saturday.

According to FactSet data, the multinational technology company participated in roughly two dozen private startup investment rounds in 2026 alone.

Circular Capital Or Competitive Moat?

Critics have pointed out that Nvidia is investing in some of its own customers, raising concerns that the deals may be circular, with capital effectively moving between the same companies. Wedbush Securities analyst Matthew Bryson said the deals fall "squarely into the circular investment theme," but added that they could help create a "competitive moat" if successful, according to CNBC.

Altimeter Capital CEO Brad Gerstner earlier said that the chipmaker could become the world’s first $10 trillion company.

On Thursday, Goldman Sachs (NYSE:GS), ahead of NVDA’s May 20 earnings, raised revenue and earnings estimates by roughly 12%, with calendar-year 2026 and 2027 earnings forecasts running 14% and 34% above Street consensus.

Trading Metrics, Technical Analysis

Nvidia has a market capitalization of $5.23 trillion, with a 52-week high of $217.80 and a 52-week low of $115.21.

The large-cap stock has gained 83.35% over the past 12 months.

With a Growth score of 98.34, Benzinga's Edge Stock Rankings indicate that NVDA stock is experiencing a positive price trend across all time frames.

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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.