Nvidia Discloses Large Stake in SpaceX Following Q2
In its latest quarterly filing with the SEC (Form 13F), Nvidia revealed it holds over 122.76 million shares of SpaceX, marking a significant investment following the company's historic IPO on June 12, 2026. The stake originated from an earlier bet by Nvidia in xAI, which was acquired by SpaceX in February 2026 ahead of its Nasdaq listing that raised nearly $85.7 billion. This move aligns with CEO Jensen Huang’s strategy to deepen financial ties across the AI supply chain and Elon Musk's ventures. Beyond SpaceX, Nvidia maintained substantial positions in key industry players such as Intel (INTC), Nokia (NOK), CoreWeave (CRWV), and others involved in semiconductor manufacturing or AI infrastructure. The company continues to dominate the AI chip market with its Blackwell platform and is preparing for a strong Q2 earnings report on August 26, following record performance in Q1 fiscal 2027.
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Topics: 13F Filing AI Supply Chain Nvidia Portfolio Strategy SPCX (SpaceX)