Nvidia has already committed $40B to equity AI deals this year

英伟达今年已在人工智能股权交易中投入 400 亿美元

Nvidia continues to be a major investor in the AI ecosystem, committing more than $40 billion to equity investments in AI companies — and that’s just in these early months of 2026, according to CNBC. 据 CNBC 报道，英伟达（Nvidia）继续作为人工智能生态系统的主要投资者，在 2026 年的头几个月里，已向人工智能公司的股权投资承诺了超过 400 亿美元的资金。

Much of that total comes from a single bet, a $30 billion investment in OpenAI. But CNBC reports that the chipmaker has also announced seven multi-billion dollar investments in publicly traded companies, most recently deals to invest up to $3.2 billion in glassmaker Corning and up to $2.1 billion in data center operator IREN. 这笔总额中的大部分来自单笔押注，即对 OpenAI 的 300 亿美元投资。但 CNBC 报道称，这家芯片制造商还宣布了七项针对上市公司的数十亿美元投资，最近的交易包括向玻璃制造商康宁（Corning）投资最高 32 亿美元，以及向数据中心运营商 IREN 投资最高 21 亿美元。

We’ve previously rounded up Nvidia’s investments in AI startups, including 67 venture deals in 2025. And according to FactSet data, it’s already participated in around two dozen investment rounds in private startups in 2026. 我们此前曾汇总过英伟达在人工智能初创企业方面的投资，包括 2025 年的 67 笔风险投资交易。根据 FactSet 的数据，2026 年该公司已经参与了约两打初创私营企业的融资轮次。

The fact that Nvidia has been investing in some of its own customers has led to the recurring criticism that these are circular deals moving money back-and-forth between the same companies. Wedbush Securities analyst Matthew Bryson said Nvidia’s investments fall “squarely into the circular investment theme,” but suggested that if successful, they could help the company build a “competitive moat.” 英伟达一直在投资其部分客户，这一事实引发了反复出现的批评，认为这些是资金在同一批公司之间来回流动的“循环交易”。韦德布什证券（Wedbush Securities）分析师马修·布赖森（Matthew Bryson）表示，英伟达的投资“完全属于循环投资主题”，但他同时也指出，如果这些投资取得成功，将有助于该公司建立起“竞争护城河”。