Anyone with a stock portfolio has invariably noticed that semiconductor companies are on a tear this year. Massive AI spending has helped push earnings and valuations for industry leaders to record levels.
In turn, semiconductor giants are investing record sums in startups. So far this year, the sector’s most valuable companies have participated in rounds collectively valued at over $250 billion, per Crunchbase data. That’s multiples above prior high marks.
Large cap chip companies are also leading and co-leading some of the biggest financings. This includes OpenAI’s record-breaking $122 billion March funding round, in which Nvidia was one of eight lead investors.
The other big deals
There’s no getting around that the OpenAI megaround really skewed the 2026 totals. That one deal accounts for over 95% of the value of all semiconductor company-led financings.
Still, there are plenty of other big rounds with semiconductor backing this year that, by any other comparative benchmark, would also be considered enormous. Take July’s $5 billion corporate financing from Nvidia for foundational AI startup Safe Superintelligence.
So far this year, corporate semiconductor giants have invested in more than 60 startup financings of $100 million or more. Of those, 16 rounds were valued at $1 billion or more, which we list below.
Most active and highest spending semiconductor investors
It should surprise no one that Nvidia is the most active and highest spending corporate investor in the semiconductor space. The AI chip architect has participated in a record 59 known funding rounds so far this year, per Crunchbase data, up from 53 in all of 2025.
With a market cap around $5.4 trillion and a continued reign as the world’s most valuable public company, Nvidia certainly has the financial resources to invest heavily in startups. The company is also active as a lead investor, having led or co-led at least 11 private company financings this year, per Crunchbase data.
AMD, with 19 private company financings this year, is also upping its startup investment activity in tandem with what’s been a strong year for its own shares. This year’s tally includes at least four rounds valued at $1 billion or more.
Another standout is Samsung, with at least 17 known startup investments so far this year. The South Korean megacap has a lengthy history of active participation in seed and venture deals.
The corporate investment tallies also don’t represent the full extent of semiconductor companies’ involvement in the venture funding ecosystem. Additionally, some invest through backing outside venture funds.
Is this peak?
With semiconductor companies raking in profits from the AI boom, and shares soaring alongside, it’s worth considering whether we may be close to a peak for semiconductor startup investment. On the other hand, if industry leaders’ shares keep rising, the sums spent on startup dealmaking look comparatively small relative to semiconductor giants’ swelling valuations.
Related Crunchbase queries:
- Semiconductor Company-Backed Startup Financings In 2026
- Semiconductor Company-Led Startup Funding Rounds In 2026
Illustration: Dom Guzman
This article was originally published on Crunchbase News – AI. Click below to read the complete article.