
The Assembly
@InTheAssembly • 509,811 subscribers
Macro analysis, market structure, and the trades nobody else is showing you. Access closed. Not financial advice.
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Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026. He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION. This is where the most important company in the AI economy is putting its money. Here’s the full list: OpenAI: $30 billion The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer. GLW Corning: $3.2 billion Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it. IREN: $2.1 billion AI cloud provider with one of the deepest power positions in North America. MRVL Marvell: $2 billion Custom networking chips that move data between GPUs at massive scale. LITE Lumentum: $2 billion Lasers and optical components for the fiber backbone of every AI data center. COHR Coherent: $2 billion Fiber optic transceivers that connect GPU clusters inside data centers. CRWV CoreWeave: $2 billion GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers. NBIS Nebius: $2 billion AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs. Whatever Nvidia is buying is where the money is going next. At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is VERY important. If you’re not following us yet, you will regret it later.
The Assembly7,265,050 Aufrufe • vor 1 Monat

Jensen Huang, Nvidia’s CEO, just told you where to invest in 2026.
The Assembly751,569 Aufrufe • vor 2 Monaten

Jensen Huang just told you where the next trillion dollars will be made.
The Assembly93,504 Aufrufe • vor 1 Monat

Jensen Huang basically just told you which AI cloud names are going to win.
The Assembly134,874 Aufrufe • vor 1 Monat
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