re: Is NVDA roundtripping cash to make investments in customers appear as organic revenue ?

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But like previous poster noted.. how relevant on a percentage of current revenues & growth is it?

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Not only that, but what if their investments into these companies (and securing chips for them) is actually a good investment for NVDA and shareholders?

Remember, NVDA tried to buy ARM for $40B in 2020, and it’s now worth $132B. On the flip side, they were going to pay with mostly NVDA shares that would be worth $130B at todays prices, plus $12B in cash. Still, hard to argue with how NVDA deploys capital.