GPU

Jensen Huang has a new side hustle. While Nvidia remains the undisputed king of AI chips — the company that turned sand into a $5.2 trillion empire — it’s quietly becoming one of the most aggressive investors in the entire AI ecosystem. In 2026 alone, Nvidia has committed more than $40 billion in equity investments across the AI stack. The company selling picks and shovels in the gold rush is now bankrolling the miners, the land, and the roads. ...

Tomorrow evening, Nvidia drops the most consequential earnings report of 2026. And it’s not just about one chipmaker’s quarterly numbers — it’s the entire AI investment thesis going on trial. Nvidia isn’t a semiconductor company anymore. It’s the barometer for the AI economy. The single stock that tells you whether hundreds of billions in AI infrastructure spending are paying off or spiraling into speculative excess. With NVDA sitting at $191, a $4.62 trillion market cap, and an AI market rattled by Anthropic-triggered selloffs, the pressure is immense. ...

If you needed proof the AI infrastructure arms race isn’t slowing down, Nvidia and Meta just handed it to you on a silver platter worth tens of billions of dollars. The two companies announced a multiyear, multigenerational partnership that will put millions of Nvidia processors inside Meta’s data centers. Not just GPUs — standalone CPUs, next-gen hardware, networking, and confidential computing for WhatsApp. This isn’t a purchase order. It’s a strategic alignment that reshapes who controls AI’s physical backbone. ...