By Kezia Jungco
Publication Date: 2026-05-11 19:16:00
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Nvidia is no longer just supplying the AI boom. It is helping build the infrastructure around it.
The chip giant has emerged as one of AI’s top investors, committing more than $40 billion to AI-related equity deals this year. Its bets span model developers, optical networking suppliers, and data center operators, a strategy that could reduce infrastructure bottlenecks and deepen Nvidia’s role in enterprise AI adoption.
Nvidia expands its AI infrastructure reach
According to CNBC, Nvidia has already topped $40 billion in AI-related investment commitments this year. The total includes a $30 billion investment in OpenAI, as well as several multibillion-dollar agreements with public companies such as Corning and IREN.
The latest deals include an agreement to invest up to $3.2 billion in Corning and a separate agreement giving Nvidia the right to invest up to $2.1 billion in data center operator IREN. The Corning deal focuses on optical technologies, while the IREN agreement involves deploying Nvidia’s DSX-branded infrastructure designs for AI workloads.
In March, Nvidia invested $2 billion in Marvell Technology for silicon photonics work, then committed the same amount to Lumentum and Coherent, two companies developing photonics technologies for AI infrastructure.
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