Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

In a significant turn of events, Nvidia has transformed its $5 billion investment in Intel into a $30 billion windfall, as disclosed in an SEC filing. The company's stake in SpaceX has also grown to nearly $21 billion, while its holdings in various customer, partner, and supplier stocks are valued over $10 billion. Nvidia's strategy of investing in potential growth areas has paid off, with the company reporting quarterly revenue exceeding $80 billion and net income approaching $60 billion.

Following its strategic collaboration with Intel, Nvidia sold its 1.1 million Arm shares, which were worth $178.1 million in August 2022. However, Nvidia has continued to develop Arm-based CPUs. The SpaceX investment, valued at $20.975 billion, appears to be a strategic move, as SpaceX has committed to using Nvidia hardware exclusively in its AI data centers. Once the value of SpaceX stock recovers, Nvidia may benefit financially from this investment.

Other notable investments made by Nvidia over the past year include Coherent, Nokia, and Synopsys. Coherent, a major manufacturer of lasers and semiconductors, received $2 billion from Nvidia earlier this year, and its stock has since seen a significant surge. Similarly, Nvidia's investment in Nokia, aimed at accelerating AI-RAN innovation, has increased its value to $2.2 billion.

Nvidia's acquisition of Synopsys stock, focusing on artificial intelligence capabilities, has also proven profitable, with the stake now valued at $2.15 billion.

Nvidia's investments in CoreWeave and Nebius reflect its commitment to supporting its clients, with CoreWeave's stock price decline leading to an increased position. Meanwhile, Nvidia's stake in Nebius has surged nearly fivefold, reaching $328.77 million. Overall, Nvidia's strategic investments have resulted in substantial financial gains, solidifying the company's position as a leader in AI hardware.