Nvidia CEO Jensen Huang says $NVDA’s all-in investment across the AI ecosystem may be over $100B. “All in, we might be like a hundred billion dollars.” That's larger than the $52.7B 🇺🇸 CHIPS Act semiconductor funding Major announced investments / commitments: • OpenAI: up to $100B tied to 10GW deployment • Anthropic: up to $10B • Intel: $5B • IREN: right to invest up to $2.1B • CoreWeave: $2B • Lumentum: $2B + multibillion-$$$ purchase commitment • Coherent: $2B + multibillion-$$$ purchase commitment • Marvell: $2B • Nebius: $2B • Synopsys: $2B • SB Energy: $1.5B • Nokia: $1B • NAVER: planned $1B • Lilly: joint investment up to $1B • SSI: investment announced, amount undisclosed There are also major purchase commitments with TSMC, Wistron, Foxconn, Amkor and SPIL. Not all of this is cash already invested. Some are multi-year, contingent or purchase commitments.

Nvidia $NVDA is said to be buying an additional $1.5 billion of SB Energy shares before its IPO, which would take its total stake to $3 billion. SB Energy is developing the PORTS-Pike Technology Campus in Ohio, scaling up to 8GW with OpenAI the main tenant. $MSFT $ORCL

NVIDIA unleashes the next chapter of neural rendering and path tracing with RTX Kit SDK while RTX Mega Geometry 2.0 SDK gives devs the ability to stream insane levels of detail. 🔗