Nvidia has committed more than $100 billion to AI companies over the past two years, investing in cloud computing start-ups like Core Weave, AI labs such as Thinking Machines and Safe Superintelligence, and recently backing Space X's $60 billion acquisition of Cursor. This week, Nvidia disclosed plans to mobilize over $500 billion from investors including Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to help finance its customers, with partial loan guarantees backed by its chips. The investment underscores Nvidia's growing influence in AI infrastructure and tightens industry ties to its technology.

Space X aims to scale its computing capacity from 2 gigawatts at the end of this year to "closer to 10GW [than 5GW]" by 2027, according to CEO Elon Musk. The rocket maker’s IPO has delivered substantial returns to early investors, including Google, which originally invested $900 million in 2015 and now holds roughly 7 percent valued at about $94 billion.