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Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test

Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments. The portfolio included a $30 billion Intel stake and several billion dollars of CoreWeave equity. NVIDIA Corporation (NASDAQ:NVDA) is using its balance sheet to support the ecosystem that buys compute, which makes Intel […]

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Indices· September 07, 2026 at 03:42 AM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
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AI summary

Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments. The portfolio included a $30 billion Intel stake and several billion dollars of CoreWeave equity. NVIDIA Corporation (NASDAQ:NVDA) is using its balance sheet to support the ecosystem that buys compute, which makes Intel […]

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