The NVIDIA Flywheel: How Capital Becomes Control

NVIDIA’s investments create self-reinforcing loops that compound with each revolution.

The 6-Step Flywheel

1. Invest Capital — $38B+ deployed across the AI stack
2. Create Customers — Portfolio companies need GPUs to operate
3. Sell Hardware — GPU revenue grows with ecosystem expansion
4. Generate Cash — $4.6 trillion market cap funds more investments
5. Gain Intelligence — Board seats and data rights reveal what’s next
6. Build Better Products — Roadmap informed by portfolio needs

The Compounding Effect

Each revolution of the flywheel increases:

• Cash position — More capital for strategic deployment
• Strategic intelligence — Earlier visibility into market needs
• Market control — Deeper ecosystem dependency

This isn’t portfolio investing. It’s ecosystem capture by design.

Read the full analysis on The Business Engineer.