NVIDIA Watch posted an update
As of the second quarter, 80% of Nvidia’s investment portfolio was concentrated in two AI-related stocks, according to a Motley Fool article carried by Yahoo Finance. It puts 33% in SpaceX and 47% in Intel.
Why it mattersThat is a strikingly concentrated allocation, though the article presents it as an investment angle, not a statement from Nvidia about its strategy. The figures offer a glimpse of where Nvidia’s portfolio is exposed beyond its own chips.
Discuss: How much should Nvidia’s investments shape your view of its AI ambitions, rather than its core chip business?
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