Nvidia Reshuffles Its $99 Billion Investment Portfolio; SpaceX Becomes Second-Largest Holding
At the end of its fiscal second quarter in July 2026, Nvidia revealed a reshuffled investment portfolio valued at approximately $99 billion. The most notable change was that Space Exploration Technologies (SpaceX) became the company's second-largest stock holding with an estimated value of around $21 billion. This position came from Nvidia’s initial $10 billion investment in xAI, which merged with SpaceX earlier in 2026. Intel remained Nvidia’s largest single-stock holding at roughly $30 billion. The AI chipmaker also holds a significant stake in CoreWeave valued at about $4.7 billion. Notably, most of Nvidia's investments are concentrated within the artificial intelligence sector. Elon Musk has committed to using only Nvidia GPUs for SpaceX data centers, reinforcing their strategic partnership and signaling continued demand for Nvidia’s hardware. The investment shift highlights a growing synergy between AI infrastructure providers like Nvidia and companies leveraging advanced computing power such as SpaceX.
Topics: 13F Filing AI Investments Nvidia Portfolio Reshuffling SpaceX