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According to the latest research by Bank of America analysts, NVIDIA has committed to providing $70 billion in equity investments to ecosystem partners such as OpenAI and Anthropic.
According to the latest research by Bank of America analyst Vivek Arya, NVIDIA has committed $70 billion in equity investments to its ecosystem partners. Recent investments include $30 billion in OpenAI, up to $10 billion in Anthropic, and $5 billion in Safe Superintelligence. The analyst believes that this investment is manageable and is expected to generate additional value for shareholders, given that NVIDIA is projected to generate approximately $470 billion in free cash flow over the next two years (fiscal years 2026-2027).
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