Nvidia's $99 billion portfolio update confirms a $21 billion position in SpaceX, signaling a deepening AI partnership that prioritizes Nvidia hardware over AMD alternatives for Musk's data center expansion.
Nvidia's 13F reveals a $99B portfolio heavily concentrated in AI with strong relationships with SpaceX and CoreWeave, reinforcing its AI leadership.
Elon Musk's commitment to use only Nvidia GPUs for SpaceX data centers means AMD will not have a chance to win that business.
Intel remains Nvidia's largest stock holding at ~$30 billion, signaling ongoing investment support.
Nvidia holds a $4.7 billion stake in CoreWeave, underscoring its significance in AI infrastructure.
Nvidia's latest 13F filing reveals a $99 billion investment portfolio heavily concentrated in AI infrastructure. The report highlights a massive $21 billion stake in SpaceX, which now ranks as the company's second-largest holding behind Intel. The move underscores Nvidia's strategic integration with Elon Musk's ventures, effectively sidelining competitors like AMD in the race for SpaceX's data center hardware contracts.
As a dominant force in AI, Nvidia's investment choices signal which companies and technologies it views as critical to the future of AI infrastructure, influencing market sentiment and capital allocation.