By Brian Sozzi
Publication Date: 2026-08-12 15:00:00
Arguably, no one has more at stake than Nvidia (NVDA) in the AI boom.
Next-gen companies such as Elon Musk’s SpaceX (SPCX) are clamoring for Nvidia’s high-powered computing chips, which are at the heart of the investment thesis on the company.
But investors should also consider the formidable investment portfolio Nvidia now holds. When companies like OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT) inevitably go public at stratospheric valuations within the next year, Nvidia’s early backing of these companies stands to drive additional value for its shareholders.
The Nvidia investment portfolio
Nvidia has committed to directly providing $70 billion in equity investments into ecosystem partners, per new research from Bank of America analyst Vivek Arya. Recent investments include $30 billion in OpenAI, up to $10 billion in Anthropic, and $5 billion in Safe Superintelligence.
“Overall, we view Nvidia’s $70 billion investments as easily manageable given its ability to generate as much as about $470 billion of free cash flow over just the next two years (2026-2027), or about 15% of free cash flow,” Arya wrote. “In other words, we see no issue in Nvidia returning 50% of free cash flow to shareholders as it has committed to in May 2026.”
AlphaSpace stat to know: $236.54
Nvidia’s stock has been quietly gaining steam ahead of its Aug. 26 earnings…
