BREAKING
Nvidia Pours Over $40B Into AI in 2026
0
B
OpenAI stake
0
B
Intel stake
0
B
CoreWeave stake
How Vendor Financing Works
1
Nvidia invests capital
↓
2
Firms buy GPUs
↓
3
GPU demand rises
↓
4
Nvidia gains twice
0
%
data-center rev growth
0
B
data-center revenue
0
B
operating cash flow
Lock-In or Circular Risk
Bull case
Supporters
●
Strong GPU lock-in
●
Double return on equity
●
Faster AI compute supply
Bear case
Critics
●
Circular round-tripping
●
Echoes of Lucent bust
●
Twin hit if boom cools
Central Bank of the AI Economy
AI NEWS BLITZ
Nvidia has poured more than 40 billion dollars into AI companies this year alone.