Nvidia's AI investments spark debate: strategic genius or bubble risk?

Last updated: October 30, 2026 | 08:23

Nvidia chief Jensen Huang bets big on AI memory chips

Nvidia's $3 billion investment in Meta's share sale, announced Tuesday, is the latest addition to a portfolio of stakes, loans and guarantees that has made the chip giant what some analysts describe as the central bank of the artificial intelligence boom.

The galaxy of deals has helped keep demand running high for Nvidia's processors, which power vast data centres around the world and are the central ingredient of the AI revolution.

That demand has made Nvidia the world's most valuable company by market capitalization and turned chief executive Jensen Huang into AI's kingmaker.

But the investments have raised a nagging question among some doubters on Wall Street: is Nvidia helping to inflate an AI bubble?

What is Nvidia investing in?

Nvidia has taken stakes in leading AI developers including OpenAI, Anthropic and Elon Musk’s xAI, now part…