Joe

[The Assembly @InTheAssembly]

Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026.

He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION.

This is where the most important company in the AI economy is putting its money.

Here’s the full list:

OpenAI: $30 billion

The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer.

GLW Corning: $3.2 billion
Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it.

IREN: $2.1 billion
AI cloud provider with one of the deepest power positions in North America.

MRVL Marvell: $2 billion
Custom networking chips that move data between GPUs at massive scale.

LITE Lumentum: $2 billion
Lasers and optical components for the fiber backbone of every AI data center.

COHR Coherent: $2 billion
Fiber optic transceivers that connect GPU clusters inside data centers.

CRWV CoreWeave: $2 billion
GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers.

NBIS Nebius: $2 billion
AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs.

Whatever Nvidia is buying is where the money is going next.

At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early.

Turn notifications on so you don’t miss our alerts. This is VERY important.

If you’re not following us yet, you will regret it later.

[Not Jerome Powell @alifarhat79]

Trump threatening Iran for weeks

[Joe @e90joee]

@Yovannyyyyy They just opened a chilis in the city... meetup?

[Joe @e90joee]

Due to @JetBlue me and my pregnant wife are stuck in cancun with no resolutions or vouchers for accommodations. Lost a customer forever

[Joe @e90joee]

@randomJ246 Everyday I want to be straight

[Joe @e90joee]

@Yovannyyyyy One last time? Send screenshot

[Joe @e90joee]

Horrible experience at @Marriott aruba!

[Joe @e90joee]

@randomJ246 @grok @grok is this true?

[Joe @e90joee]

@Yovannyyyyy Yea instead you waiting for heat to win a championship

[Joe @e90joee]

They say this shit every year it's played @kobesystem22

[JustFreshKicks @JustFreshKicks]

BREAKING: Nike confirms a retro of the original Air Yeezy 2 “Red October” is coming soon 😱

[Joe @e90joee]

Me going home from work at 8am after a 10 hr shift

[DJ Kam Bennett @KameronBennett]

cameraman ready to die for that footage �

[Joe @e90joee]

@randomJ246 Havent let bobby negotiate I see

[Joe @e90joee]

@Yovannyyyyy Lmk when its finished im ready to nooch this summer with the wife

[Joe @e90joee]

@Yovannyyyyy @jay_son93 Rookie… everyone knows its toes straight into the butt

[Joe @e90joee]

Who knew cell phone service is prison was such shit

[Joe @e90joee]

@Yovannyyyyy Babygowlllllll

[Joe @e90joee]

@randomJ246 Tweeting on valentines day? Poor thalia

[Elon Musk @elonmusk]

I love @realDonaldTrump as much as a straight man can love another man