NVIDIA's $99 Billion AI Portfolio: Every Major Investment in 2026
The portfolio has grown 13-fold in a year, with nearly $50 billion directed to frontier AI labs and major bets on OpenAI and Hugging Face.
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6 Articles
NVIDIA's $99 Billion AI Portfolio: Every Major Investment in 2026
NVIDIA's equity investments just hit $99 billion, up from $7 billion 12 months ago. You're looking at $30 billion in OpenAI alone, a $12.9 billion Hugging Face acquisition, and stakes in nearly every major AI company on the planet — here's the full map.
Nvidia equity investments hit $99bn in two years
Nvidia sells the chips that the AI industry runs on. It now also owns $99bn of the industry. The figure sits in the company’s own quarterly filing. CNBC’s Kai Nicol-Schwarz pulled it out. Nvidia equity investments stood at $99bn as of 26 July. A year earlier the figure stood at about $7bn. Two years earlier, […] This story continues at The Next Web
Nvidia (NVDA) Stock: Inside Its $99 Billion AI Investment Portfolio
TLDR Nvidia held $99 billion in equity investments and $25 billion in commitments as of July 26 Its public equity positions fell from $63.44 billion to $46.43 billion by early September, mostly due to Intel’s decline Private holdings total about $48 billion, with OpenAI and Anthropic likely the...
As a result of Nvidia's support for multiple high-tech companies, its equity portfolio has grown rapidly from approximately $2 billion to approximately $100 billion in two years.
Nvidia has increased the value of its equity investments by 45 per cent over two years, reaching $99 billion on July 26, compared to $2.2 billion in 2024, according to its latest financial report. Intel, SpaceX and a dozen other companies benefit from it. Michael Burry and Mark Cuban have denounced financial dependence in the AI sector.
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