$NVDA This year alone, over $40 billion has been allocated to equity investment investments:



• OpenAI $30 billion
• $GLW Approximately $3.2 billion
• $IREN Approximately $2.1 billion
• $MRVL Approximately $2 billion
• $LITE Approximately $2 billion
• $COHR Approximately $2 billion
• $CRWV Approximately $2 billion
• $NBIS Approximately $2 billion

Nvidia is present at every layer of AI infrastructure, from silicon and networks to optics, energy, new clouds, and companies managing models on top of them

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