Nvidia Discloses $99B Equity Portfolio and $25B Commitments
Nvidia reported about $99 billion in public and private equity investments as of July 26, alongside roughly $25 billion in added commitments. The portfolio includes a $30 billion Intel stake and equity in CoreWeave, and Nvidia says it can accelerate customer adoption and strategic partnerships, but critics cite concentration, circular financing, and the risk it acts as supplier, investor and counterparty at once.