Welcome back, my aspiring cyberwarriors!

Many aspiring cyberwarriors write to me asking where they should start in artificial intelligence for cybersecurity and the answer is simple, Hackers-Arise! We have dozens of tutorials–and now classes– on how to apply AI to cybersecurity. In addition, we are the sponsor of the upcoming Wittgenstein Award for the best AI cybersecurity agents. This will give our students an inside look at the development of the best of the best in AI cybersecurity as our students will have an opportunity participate and use the models and agents we develop.

Beyond learning AI for cybersecurity, there is another issue. There are many platforms, models, and hardware to choose from. Comparable to Cisco at the advent of internet in the 1990’s, those who hitched their wagon to Cisco found themselves in an advantageous position regarding jobs and promotions. I want to make the case that NVIDIA is the company you should be hitching your wagon to in this new era.

As you know, NVIDIA is the most valuable company in the world! It is rapidly growing an eco-system that will exceed that of Apple and Cisco. They have quietly built an eco-system of AI that will make it very hard to dislodge them from this dominant position. Jensen Huang and NVIDIA are building an almost impenetrable wall around their eco-system assuring it will be here for years to come.

NVIDIA began as a start-up 1993 building graphics processing units (GPU) for PC gamers. Processing pixels for any graphics intensive product is very compute intensive and NVIDIA made those games come alive. Graphics processing is compute intensive as every image is made of millions of tiny polygons that the GPU must compute it’s size, color, and movement. This means crunching a vast amount of data and Jensen Huang and his colleagues developed a graphics card capable of doing all those calculations very fast through massive parallelism. GPU’s have thousands of cores capable of doing these calculations serially and simultaneously. That is the magic of NVIDIA GPU’s and it is what makes NVIDIA GPU’s the preferred chip for AI. Neural networks–the foundation of our LLM’s at this moment– are built almost entirely from matrix multiplications. This means that the same calculation needs to run over and over on different data. The NVIDIA GPU is uniquely designed for this.

Now let’s take a look at the NVIDIA eco-system that Jensen Huang is building in AI.

Major Equity Investments / Strategic Partnerships

Jensen Huang has made numerous investments in companies positioned to benefit from the coming age of AI, including:

Mellonox –in 2019 NVIDIA agrred to buy Mellanox, an Israeli maker of high-speed Infiniband and Ethernet interconnects for $6.9 billion. NVIDIA needed faster interconnects between to communicate to and from it’s super fast GPU’s and other hardware and Mellanox provided that.

ARM— the British chip designer was the next firm in NVIDIA’s cross-hairs. Jensen Huand recognized that needed powerful and efficient CPU’s to manage his systems. ARM designs RISC-based CPU’s that power the mobile world due to their unique combination of speed and efficiency. NVIDIA offered $40 billion to purchase ARM for what Huang called “the world’s premier computing company for the age of AI.” The US FTC sued to block the acquisition and NVIDIA dropped it’s pursuit of owning ARM. Instead, it holds ARM and it’s CPU’s in close partnership integrating their CPU’s in a multitude of products. Interestingly, ARM is now worth about $250 billion, 6x what Huang offered for it just 6 years ago.

OpenAI — NVIDIA and OpenAI announced a letter of intent to deploy at least 10 gigawatts of NVIDIA systems, with NVIDIA intending to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. Earlier in 2026, OpenAI raised $110 billion at a $730 billion pre-money valuation, with NVIDIA and SoftBank each investing $30 billion and Amazon investing $50 billion. NVIDIA also noted in its 10-K ( a type of disclosure required by US regulators at the SEC) that it’s finalizing an investment and partnership agreement with OpenAI, though there’s no assurance the transaction will be completed.

Anthropic — NVIDIA and Anthropic announced a deep technology partnership to optimize Claude models for NVIDIA architecture and vice versa; Anthropic’s Series H in May 2026 raised $65 billion at a $965 billion post-money valuation, making it one of NVIDIA’s two largest single-company bets alongside OpenAI.

CoreWeave — NVIDIA holds a stake with an original 7% stake (24.2 million shares) worth roughly $2 billion at IPO, plus an additional $2 billion investment in early 2026, on top of a prior $6.3 billion agreement to purchase CoreWeave’s unused computing capacity through 2032.

xAI — A structure of $7.5 billion in equity plus $12.5 billion in debt, largely through a special purpose vehicle for GPU purchases, supporting xAI’s Colossus 2 data center in Memphis.

Hugging Face — A pending acquisition-related investment of $12.9 billion.

Mistral AI — NVIDIA remains an investor alongside lead backer ASML, with Mistral valued at €11.7 billion (about $13.8 billion).

AI Infrastructure Financing

In August of this year (2026), NVIDIA announced a partnership with some of the largest financial firms in the world including Apollo, BlackRock, Brookfield, Goldman Sachs, and KKR. This partnership was designed to facilitate financing of AI infrastructure and, of course, NVIDIA GPU’s.

Venture / Ecosystem Programs

A roughly £2 billion (~$2.6 billion) UK commitment flowing through partner VCs — Accel, Air Street Capital, Balderton, Hoxton Ventures, and Phoenix Court — into startups in London, Oxford, Cambridge, and Manchester.

Similar “VC Alliance” partnerships extended to European firms including Accel, Elaia, Partech, and Sofinnova, offering DGX Cloud Lepton marketplace credits to portfolio companies.

Scale

NVIDIA has committed over $50 billion across AI labs, cloud services, data centers, and optical communications, with private company assets reaching $47.9 billion by July 2026 and about $18 billion in equity commitments still to be executed.

This list isn’t exhaustive — NVIDIA also has long-standing commercial partnerships with cloud providers (AWS, Microsoft Azure, Google Cloud, Oracle), automakers, and chip/hardware partners that function differently from these financial stakes. Let me know if you’d like me to dig into any particular category.

Summary

NVIDIA and Jensen Huang have quietly built an almost impenetrable eco-system of artificial intelligence systems through acquisitions, partnerships, and financing. Similar to the eco-system CISCO built with networking equipment at the advent of the Internet, it will be advantageous to become part of this eco-system as it will likely be dominant for the foreseeable future.

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