Nvidia has surpassed 40 billion dollars in AI infrastructure investment commitments in 2026, including a 2 billion dollar acquisition of CoreWeave shares that nearly doubled its stake in this AI cloud provider, itself one of the largest buyers of Nvidia GPUs. In May, Nvidia authorized an 80 billion dollar stock buyback and raised its dividend, while quarterly revenue forecasts reached approximately 91 billion dollars driven by the Blackwell chip architecture. Crypto miners like Hut 8 and IREN are pivoting toward AI workloads, which could reduce competition within Bitcoin’s hashrate. Analysts question the distinction between organic demand and artificially inflated demand fueled by Nvidia’s own investments in its customers, obscuring the ability to assess the real sustainability of this growth.
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