A report found that Nvidia poured $90 billion (about 136 trillion won) into investment and partnership deals over the past 16 months.
The Financial Times (FT) reported this after analyzing your Nvidia filings and PitchBook data from a market research firm. For the year through Jan. 25, it poured about $47 billion (about 71 trillion won) into investments and partnerships, and over the following four months it finalized additional investment targets totaling $43 billion (about 65 trillion won).
The corporations Nvidia has invested in number more than 145. They span the AI ecosystem, including AI model developers, cloud providers and AI infrastructure companies. That amounts to about 40% of operating cash flow in the recent fiscal year. It far exceeds Alphabet's deal share against cash flow (6%), which has traditionally been the largest among big tech in investments in startups.
Huang Jen-hsun, Nvidia chief executive officer (CEO), has made it a principle to sign partnerships on the condition of compatibility with the proprietary interconnect technology "NVLink." Nvidia is also encouraging investee corporations to use its open-source AI model "Nemotron."
Separate from equity investments, Nvidia has committed an additional $95 billion (about 143 trillion won) to secure parts supply and manufacturing capacity. It is also moving to tighten its grip on the supply chain, investing $2 billion each in optical component makers Coherent and Lumentum, and $3.2 billion (about 4.8 trillion won) in stock purchase warrants of fiber maker Corning.