Opslagsindhold
đ° Nvidia is funding the AI boom⌠by investing directly in the companies buying its chips. In just 5 months, Nvidia poured nearly $40B into AI firms and infrastructure players, including OpenAI, CoreWeave, Nebius, Corning, and others tied to Nvidia-powered systems. The loop is wild: Nvidia invests billions â those companies build AI infrastructure â then spend billions on Nvidia GPUs. Even Nvidiaâs SEC filings admit some investments target companies that purchase its products. Critics call it a giant âcircular investmentâ machine inflating the AI economy. Supporters say Jensen Huang is building the strongest moat in tech history by financing the entire AI supply chain himself. And the strategy is paying off so far: ⢠Nvidiaâs $5B Intel investment reportedly grew to $25B ⢠Its private investment portfolio jumped from $3.4B to $22.3B in a year @aipostđ´