- Cited commitments include up to $100B tied to OpenAI, up to $10B to Anthropic, $5B to Intel, right to invest up to $2.1B in IREN, $2B each to CoreWeave, Lumentum, Coherent, Marvell, Nebius, Synopsys, $1.5B to SB Energy, $1B each to Nokia, NAVER (planned), and joint investment up to $1B with Lilly, plus undisclosed investment in SSI.
- Purchase commitments with TSMC, Wistron, Foxconn, Amkor, and SPIL are also mentioned.
- The $52.7B CHIPS Act semiconductor funding is referenced as a comparison.
- The source notes not all is cash invested; some are multi-year, contingent, or purchase commitments.
- Nvidia CEO Jensen Huang reported that the company's all-in investments and commitments across the AI ecosystem may exceed $100 billion, exceeding the CHIPS Act funding. He listed specific commitments to multiple partners, noting some are multi-year or contingent.
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