Nvidia's $5 billion Intel bet is now worth nearly $25 billion, and its SpaceX stake isn't far behind
Nvidia bought $5 billion in Intel stock last year as part of the companies' AI infrastructure partnership, creating one of the company's most valuable equity positions. The stake was valued at $24.989 billion in the latest filing. Read Entire Article
Nvidia's recent SEC filing reveals a substantial investment portfolio that has seen significant growth. Among these investments, Nvidia's stake in Intel has nearly doubled in value to $25 billion, following a $5 billion stock purchase last year. This strategic move was part of an AI infrastructure partnership, aiming to develop Intel x86 RTX system-on-chip for PCs and custom Nvidia data-center x86 processors.
The company has also reduced its holdings in Arm by selling 1.1 million shares, which were worth $178.1 million in August 2025. Despite this, Nvidia remains committed to Arm-based CPU development. Its stake in SpaceX, valued at $20.975 billion, is tied to SpaceX's AI ambitions, particularly with SpaceX's xAI division. This investment could be further bolstered if SpaceX's stock experiences an upward trend.
Nvidia's strategic investments extend beyond Intel and SpaceX. It recently invested $2 billion in Coherent, a company specializing in lasers, optical materials, and semiconductors. This investment is expected to benefit Nvidia's data-center platforms that utilize co-packaged optics, a technology that can enhance data transfer speeds and efficiency in large AI data centers.
Furthermore, Nvidia's strategic investments include a $1 billion investment in Nokia to support AI-RAN development and the shift from 5G to 6G technology. This investment has increased Nvidia's holding to $2.2 billion. The company's $2 billion stake in Synopsys, a provider of electronic design automation software, has also grown in value to $2.15 billion, reflecting Nvidia's ongoing commitment to AI-related technologies.
Nvidia's investments in its customers, such as its growing position in CoreWeave, suggest a keen interest in AI-focused companies. The increasing value of its stake in Nebius also highlights Nvidia's continued support for emerging AI technologies. With revenues exceeding $80 billion and net income nearing $60 billion, Nvidia is clearly positioning itself as a major player in the AI infrastructure landscape.
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