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In 2026, NVIDIA is persisting in bolstering its capital strategic positioning within the global AI ecosystem. In a mere span of a few months, the company has already pledged over $40 billion in equity investments to numerous AI-related firms, thereby further cementing its preeminent status in AI infrastructure. The investment recipients encompass a range of entities, including data center operator IREN and specialty glass manufacturer Corning, among others. These investments span the entire supply chain, extending from chips and photonic technologies to cloud services and AI model companies. By strategically investing in both upstream and downstream enterprises, NVIDIA not only secures a stable customer base downstream but also guarantees a consistent hardware supply. This approach enables the formation of a comprehensive ecosystem that stretches from chips to AI models.
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