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Nvidia utilizes record profits and cash reserves to invest in customers and drive AI demand
Thursday, February 26, 2026 at 02:51 AM
Nvidia has accumulated approximately 10 trillion yen in cash reserves due to record profits from AI chip demand. The company is strategically reinvesting this capital into its customers to further stimulate demand for its AI infrastructure.
Context
Nvidia is leveraging its unprecedented financial strength, reporting cash reserves that have climbed to approximately $65 billion (10 trillion yen) following record-breaking $130.5 billion revenue in fiscal 2025. This capital surplus, driven by explosive demand for its Blackwell and H100 GPUs, is being aggressively redeployed into its own customer base. By providing venture capital and strategic financing to AI startups and cloud providers, the company is effectively seeding the market to ensure a long-term demand pipeline for its high-end hardware.
This strategy signals Nvidia's shift from a component supplier to a central financier of the AI economy. The company participated in over 67 venture deals throughout 2025, including massive commitments to major players like OpenAI, xAI, and Anthropic. By securing equity in its largest customers, Nvidia creates a capital loop that locks in future orders and builds a competitive moat. This vertical integration stabilizes the high-growth cycle by directly funding the infrastructure required for the next wave of AI scaling.
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