Nvidia Has Quietly Become a $40 Billion Strategic Investor
Nvidia is up to $40B in strategic equity bets across its supply chain and customers in 2026 — half a year of free cash flow. Where they're betting and why.
Reporter · Big Tech, Markets & Money
Sam Whitaker
Reads 10-Ks and earnings transcripts so you don't have to.
Sam covers the public-company side of the technology industry: earnings, M&A, segment economics, and the strategic moves that show up first in financial filings.
