By Marc Guberti, The Motley Fool
Publication Date: 2026-05-25 13:10:00
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia (NASDAQ: NVDA) is joining them. The AI chipmaker isn’t just the largest company in the industry (and indeed, in any industry) — it’s also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these equity investments make up a small slice of Nvidia’s balance sheet, it represents an underrated opportunity that most Nvidia investors don’t have on their radars.
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Nvidia’s deal with Iren is a good display of equity accumulation
Nvidia isn’t just making money with AI chips. It wants to get more deeply involved in multiple components of the AI industry, including AI data center expansion. That motivated it to cultivate a close relationship with Iren (NASDAQ: IREN), an established AI data center provider.
Nvidia designs the high-end processors that Iren uses in its AI data centers to provide neocloud services. The companies reached a partnership that is intended to support the deployment of Nvidia chips across up to 5 gigawatts of Iren’s AI data centers over time.
Iren has been buying Nvidia chips for several…