The Assembly
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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 Assembly6,966,506 görüntüleme • 13 gün önce
Jensen Huang basically just told you which AI cloud names are going to win.
The Assembly125,727 görüntüleme • 1 gün önce
Jensen Huang, Nvidia’s CEO, just told you where to invest in 2026.
The Assembly747,294 görüntüleme • 19 gün önce
Daha fazla içerik yok.