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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
参加 March 2022
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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.
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