Some investors and founders say they lost an ally in Jensen Huang; Nvidia held $48B in 229 private companies as of July and offered $165B in cloud backstops
THE SO WHAT
Nvidia wasn’t just a supplier—it was a capital allocator with $48B across 229 startups and $165B in cloud backstops, effectively underwriting an entire AI ecosystem. With leadership in flux, founders should assume this strategic capital and capacity safety net may be repriced or refocused and diversify both funding and compute options.
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