NVIDIA investments and transaction tracker
NVIDIA capital partnerships connect model developers, cloud providers and chip interconnect companies. This guide selects seven investments and potential transactions from our archive, documenting the target, NVIDIA amount, reported stage and business relationship.
Reports are selected through editorial review. Amounts and stages reflect each original report’s date. The company hub updates with daily issues, while this investment guide is reviewed separately.
Progress in context
As of November 4, 2026, this selection covers model and application companies Meta, OpenAI and Reflection AI, compute providers Firmus and GMI Cloud, and chip and interconnect companies d-Matrix and CScale. Reports concern proposed subscriptions, installment payments, further investment discussions and strategic participation. Amounts retain the meaning used in each dated report, with links back to the original coverage and its sources.
Investments and potential transactions
Dates refer to our coverage. Each milestone retains the reported stage at that time. Follow the news timeline for subsequent developments.
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Meta
- NVIDIA amount and basis
- Planned $3 billion investment
- Stage in original coverage
- Proposed subscription in company announcement
- Business relationship
- Muse models and Vera Rubin systems partnership
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Firmus
- NVIDIA amount and basis
- Hundreds of millions discussed, final amount undisclosed
- Stage in original coverage
- Discussions reported by Bloomberg
- Business relationship
- AI data centers and GPU cloud services, with NVIDIA already an investor
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d-Matrix
- NVIDIA amount and basis
- Undisclosed
- Stage in original coverage
- Investment plan reported by The Information, unconfirmed by the companies
- Business relationship
- Inference chips, with Raptor planned to connect through NVLink Fusion
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Reflection AI
- NVIDIA amount and basis
- Current amount undisclosed, prior $800 million investment cited in coverage
- Stage in original coverage
- Early talks reported by media, acquisition, licensing and further investment options under discussion
- Business relationship
- Open-weight models and model–hardware integration
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CScale
- NVIDIA amount and basis
- NVIDIA contribution undisclosed, entire Series C was $145 million
- Stage in original coverage
- Strategic participation in an announced round, reported by The Next Web
- Business relationship
- Optical interconnect for AI data centers, product adoption remains undisclosed
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OpenAI
- NVIDIA amount and basis
- Final $10 billion installment
- Stage in original coverage
- Payment reportedly received October 1, according to The Information
- Business relationship
- Model developer and compute buyer, with overlapping investor and chip-supplier ties
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GMI Cloud
- NVIDIA amount and basis
- NVIDIA contribution undisclosed, participated in $223 million equity financing
- Stage in original coverage
- Equity participation reported by The Information
- Business relationship
- GPU cloud services, with a separate $445 million credit facility and idle-capacity leasing arrangements
Common questions
How much does NVIDIA plan to invest in Meta?
Our October 30 coverage cites the October 27 announcement of a planned $3 billion investment. The up-to-$5 billion in Meta’s initial filing covered nonbinding interest from NVIDIA, AMD and Broadcom together. This tracker records NVIDIA’s proposed subscription, with closing to be tracked through subsequent disclosures.
Read original coverage · 2026-10-30 ↗How is GMI Cloud’s $668 million financing structured?
Our coverage attributes the figures to The Information. The package comprised $223 million in equity and a $445 million credit facility. NVIDIA participated in the equity portion, with its own contribution undisclosed. Separate idle-capacity leasing commitments carry their own contractual obligations.
Read original coverage · 2026-10-01 ↗How can investments in model companies be followed?
The OpenAI entry records a reported final $10 billion installment payment. Reflection AI remained in early discussions involving a potential acquisition, team and technology licensing, or further investment. Tracking each company, transaction and date preserves the different capital and transaction stages.
Read original coverage · 2026-10-12 ↗