Nvidia to invest over $40 billion in AI infrastructure and equity deals in 2026

Nvidia’s investment spree in artificial intelligence moved further into the infrastructure supply chain in 2026, with the chipmaker committing more than $40 billion to equity deals spanning data centers, optics and AI developers, according to a roundup of the company’s recent agreements. The biggest portion is a reported $30 billion stake in OpenAI, alongside new commitments that include up to $2.1 billion in data center operator IREN and up to $3.2 billion in fiber optics and optical components maker Corning.

The latest deals underscore Nvidia’s push to expand influence beyond chip sales by financing key bottlenecks in building and operating AI systems. Under the IREN agreement, the company will have the right to invest up to $2.1 billion and the data center operator is set to deploy up to 5 gigawatts of Nvidia DSX-branded infrastructure at facilities intended to run AI workloads globally. With Corning, Nvidia’s commitment coincides with a manufacturing component: Corning plans to build three new U.S. facilities dedicated to optical technologies for Nvidia, as the industry shifts toward fiber optics for rack-scale systems.

Nvidia’s portfolio also reaches other parts of the...