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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