NVIDIA invested approximately $90 billion into more than 145 AI companies over the last 16 months. This capital deployment represents roughly 40% of the company's recent operating cash flow.
The investment spans chip design, cloud services, and infrastructure suppliers to create an integrated ecosystem. NVIDIA uses these funds to form commercial collaborations that ensure compatibility with proprietary technologies like NVLink.
These strategic partnerships effectively guarantee future demand for NVIDIA products while hedging against competition. This aggressive expansion accelerates the AI economy but also triggers increased regulatory scrutiny.