NVIDIA is investing up to $2.1 billion in AI cloud and data center operator IREN. This partnership aims to deploy up to 5 gigawatts of AI infrastructure to meet surging industry demand.
The company has committed over $40 billion to various AI equity deals. These commitments were reportedly made during 2026 alone.
NVIDIA is taking direct stakes in data center operators and key suppliers to fortify its market dominance. This strategy ensures capacity for Blackwell and future Rubin-generation systems. The move expands NVIDIA's influence beyond chip manufacturing into the core infrastructure layer.