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Two Positions Make Up 80% of Nvidia's $63.4 Billion Portfolio

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) disclosed eight US-listed equity positions worth $63.44 billion as of June 30. The largest is Intel (NASDAQ:INTC), at 214,776,632 shares worth $29.99 billion, which is roughly 47% of the portfolio. Second is SpaceX (NASDAQ:SPCX), where Nvidia …

Nvidia’s Circular Financing Web Gets Even Wider

Quick Read Nvidia invested $1.5 billion in SB Energy, funding the data center OpenAI will fill with Nvidia GPUs and booking revenue twice on one deal. Off-balance-sheet AI obligations across major hyperscalers have ballooned to $3 trillion, all resting on AI revenue assumptions no …

Could Nvidia Be Worth $10 Trillion by 2030?

Nvidia (NASDAQ: NVDA) has become an iconic company over the years, with its chips playing an integral role in the build-out taking place in the tech sector, as businesses invest heavily in artificial intelligence (AI). At around $5.5 trillion in market cap, it's easily …

Nvidia Could Become the ‘Federal Reserve Of AI,’ Gavin Baker Says: Will ‘Dark GPUs’ Become Its First Test?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia(NASDAQ:NVDA) is building what could become the "Federal Reserve of AI," Atreides Management CIO Gavin Baker said on Friday's All-In Podcast. The investor says CEO Jensen Huang …

Top Midday Stories: Nvidia Investing $1.5 Billion in SB Energy; L3Harris Names Sam Mehta as CEO, Replacing Christopher Kubasik

The Nasdaq Composite was up, while the Dow Jones Industrial Average and S&P 500 Index were down in l PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news …

Nvidia investing $1.5B in SoftBank data center developer behind OpenAI project

Nvidia said on Monday that it will invest $1.5 billion in SB Energy, a data center linked to SoftBank and OpenAI. The investment ensures that Nvidia will be the sole supplier of compute infrastructure at OpenAI's Ports-Pike data center near Cincinnati, Ohio. Nvidia will …

SpaceX shareholders include Google, Nvidia, BlackRock: Tracking the stock's volatility

A 13F filing has uncovered notable corporate ownership of SpaceX (SPCX) shares. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at SpaceX's shareholder makeup and stock volatility since the IPO. Video Transcript 00:00 Speaker A There are over 1,500 holders …

Nvidia’s Huang Says OpenAI Data Center Could Generate $600 Billion in Revenue

Nvidia stock was edging up early Monday. Shareholders looked to be cautiously welcoming the chip maker’s plan to support OpenAI’s huge data-center investment. Nvidia confirmed on Monday that it would provide a financial guarantee for OpenAI’s large-scale data-center campus in Ohio—named the PORTS-Pike Technology …

Nvidia Strikes Deal With OpenAI As Tenant; Is Nvidia A Buy Now?

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76. Continue Reading

Nvidia said to back $100bn OpenAI data center in Ohio

Investing.com -- Nvidia has agreed to provide more than $100 billion in credit support for a new OpenAI data center in Ohio, marking one of the largest AI infrastructure deals to date, according to a report by the Financial Times on Monday. The chipmaker …

NVIDIA Corporation (NVDA) & KKR & Co (KKR): Wall Street Just Endorsed Jensen Huang’s “Big Concept.” What Happens Next?

On August 10, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang unveiled what he calls his "big concept" for AI financing on CNBC, standing alongside leaders from Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield. Together, the group says it will raise $500 billion, and potentially …

Nvidia’s Stake in SpaceX—and Musk’s Massive Holdings

The chip maker king owns 123 million shares, a strategic stake of just under 1%. And CEO Elon Musk controls a whopping 6.4 billion shares, almost half of the stock outstanding. Continue Reading

Nvidia to Invest Up to $105 Billion for OpenAI Data Center

(Bloomberg) -- Nvidia Corp. has agreed to spend as much as $105 billion to support a massive new data center campus in Ohio set to be leased by OpenAI, according to a financial filing, marking the latest tie-up between two dominant forces driving the …

Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where …

NVIDIA commits $1.5B in SB Energy as OpenAI targets 8 GW Ohio AI campus

[Nvidia Corporation in China] Robert Way * NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]) announced on Monday that it will be the exclusive AI compute infrastructure provider for SB Energy’s PORTS-Pike technology campus in Ohio, with OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) as the customer. * The campus is being built …

Nvidia, Alphabet, Peter Thiel: SpaceX Top Shareholders Revealed

A series filings reveal the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX. Continue Reading

Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises

Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading. Continue Reading

Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal

Aug 17 (Reuters) - Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to ‌8 gigawatts of AI computing capacity at ‌an Ohio campus being built by the data center developer ​for OpenAI. The deal is the latest where Nvidia is …

NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute

NVIDIA News Summary: NVIDIA will be the exclusive AI compute infrastructure provider at PORTS-Pike. NVIDIA to provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining 3.75 IT-GW OpenAI will be the customer …

IBM Makes Surprise Move in Nvidia AI Race

This article first appeared on GuruFocus. IBM (NYSE:IBM) is deepening its push into artificial-intelligence infrastructure with a $240 million multi-year deal to build a massive Nvidia-powered inference cluster for Together AI. The agreement gives IBM Cloud a high-profile AI workload while strengthening Nvidia's position …

Nvidia Is Becoming AI's Bank: Here's Why It Could Reshape NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving beyond its traditional role as a chip supplier by helping customers finance the enormous cost of building AI infrastructure. The shift is important because AI data centers require billions of dollars before they can …

Nvidia cuts OpenAI Ohio data center guarantee to $120 billion

Nvidia has revised its financial commitment to a planned OpenAI data center campus in Ohio, reducing its proposed backstop from $250 billion to less than $120 billion, according to The Wall Street Journal. The chipmaker and OpenAI were nearing a deal that could be …

Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley Says

Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

Why the Copper Squeeze May Reward This Mining Stock More Than Nvidia

Reddit S&P 500 inclusion sends RDDT stock higher. Photo by BeInCrypto As an AI-fueled supply squeeze grips copper, Freeport-McMoRan (FCX) is emerging as the standout among copper stocks. The largest US copper miner trades near $66.50 after a sharp year-to-date run, its chart is …

Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data Center

Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworked the structure so that Nvidia's financial guarantee for the project would be lowered to less than $120 billion from the initially planned $250 billion, …

Market Chatter: Nvidia Discussing $3 Billion Investment SB Energy's OpenAI Ohio Data Center

Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. …

ScitiX Introduces Production-Ready Inference Platform, Bringing Enterprise-Grade Control to Multi-Model AI Deployments

SAN FRANCISCO, Aug. 16, 2026 /PRNewswire/ -- ScitiX unveiled the full scope of its production inference platform, purpose-built for enterprises running AI at scale. As organizations move from experimentation to live workloads, the company is positioning inference not as a supporting function, but as …

Jensen Huang Doubled Nvidia's Own Sales Forecast to $1 Trillion Through 2027. Here's What That Guidance Means for the Stock's Valuation.

NVIDIA Earnings in 9 Days — Why BofA Expects a $95B Beat and Multi-Quarter Upgrade Cycle

Billionaires Battle on NVIDIA: David Tepper Bought More. Dan Loeb Sold Every Share. George Soros Bought Puts.

Quick Read Tepper added to NVDA, Loeb sold all 190,000 shares, and Soros opened puts against his $213 million long position in the same quarter. Soros holds 1 million NVDA shares alongside his new puts, framing the trade as a hedge on a large …

Nvidia’s neocloud funding could drive significant revenue stream - Morgan Stanley

Morgan Stanley analysts are optimistic about Nvidia's recent announcement of securing $500 billion in third-party capital for AI infrastructure, viewing it as a potential significant annuity revenue stream. They believe this initiative, which involves partnerships with major financial players like Apollo and BlackRock, will …

NVIDIA’s $3 Billion Bet on the Power Behind AI

NVIDIA Corporation (NASDAQ:NVDA)'s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and …

History Says This Is What Will Happen to Nvidia Stock After Aug. 26

Aug. 26 is going to be a very important day in the stock market, with perhaps the most anticipated earnings report of Q2: Nvidia's (NASDAQ: NVDA). This earnings season has seen a lot of wild share price movements following reports, and I expect Nvidia's …