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May 10, 2026

Nvidia Tops $40 Billion in AI Equity Bets This Year — AI the News That's Fit to Prompt #44

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AI the News That's Fit to Prompt
SUNDAY, MAY 10, 2026 · VOL. 1, NO. 44 · 4 STORIES
Lead · Markets · AI Investment
Nvidia Tops $40 Billion in AI Equity Bets This Year, Led by a $30B Stake in OpenAI

Nvidia has committed more than $40 billion to AI equity deals in 2026, with $30 billion of it going into OpenAI alone, plus seven multibillion-dollar deals with publicly traded companies including IREN and Corning. Wedbush calls the pattern "circular," echoing dot-com vendor financing; Nvidia's $5B Intel bet is already worth more than $25B.

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Plus a scramble puzzle and the Big Picture expert digest.
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