Key Points Nvidia ’s (NVDA) $100 billion OpenAI investment follows its $5 billion Intel stake, cementing its AI dominance. ’s (NVDA) $100 billion investment follows its $5 billion stake, cementing its AI dominance. It made multiple +$100 million deals and smaller investments in 2024 and 2025 to control AI hardware and software. While competitors such as Advanced Micro Devices (NASDAQ:AMD) and Intel exist, none match Nvidia’s scale in AI hardware and software. However, dismantling Nvidia risks disrupting innovation, as its ecosystem drives AI advancements worldwide.