NVIDIA's Full-Stack AI Domination Strategy

Premium Analysis

NVIDIA has evolved from a GPU manufacturer into the most strategically positioned company in the AI revolution. With a $4.6 trillion market cap and 67+ venture deals in 2025 alone (up from 54 in all of 2024), Jensen Huang has systematically deployed capital across every layer of the AI stack, not as a passive investor, but as an empire builder creating self-reinforcing demand for NVIDIA’s core products.

The total tracked investment participation exceeds $38 billion across 38+ companies, but the real story isn’t the dollar amount — it’s the strategic architecture.