Amazon partners with OpenAI to let users of Amazon's DSP run ads in ChatGPT in a pilot program limited to the US; ChatGPT Ads hit $1B in ARR last month45m ago D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion1h ago Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company (Reed Albergotti/Semafor)56m ago Mother Horrified When Instagram’s AI Scours Social Media for Invasive Information About Her Young Daughters1h ago Mach Industries, which makes unmanned military vehicles and weapons, raised $600M in an extension to its $300M Series C, doubling its valuation to $3.7B1h ago Salesforce Unveils Six-Capability Trusted AI Harness for Enterprises1h ago US closes $1.9bn loan to restart the Iowa nuclear plant powering Google1h ago OpenAI Gives US Agencies 50% Off Models, Ending $1 Per Year Deal1h ago 47,000 job listings reveal the engineering roles that AI is creating1h ago Anthropic's Alignment Science lead says there is a ">10%" chance AI could kill all humans within the next decade and is worried about recursive self-improvement (Evan Hubinger/@evanhub)1h ago Ukraine says AI is moving beyond drones and into strike missiles for the first time1h ago Meta Announces Muse AI Agent for Personal Tasks and Organization1h ago Celero raises $275m to bring coherent optics inside AI data centres1h ago Exclusive: Cfo.ai launches an agentic CFO for business founders2h ago

Amazon partners with OpenAI to let users of Amazon's DSP run ads in ChatGPT in a pilot program limited to the US; ChatGPT Ads hit $1B in ARR last month45m ago D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion1h ago Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company (Reed Albergotti/Semafor)56m ago Mother Horrified When Instagram’s AI Scours Social Media for Invasive Information About Her Young Daughters1h ago Mach Industries, which makes unmanned military vehicles and weapons, raised $600M in an extension to its $300M Series C, doubling its valuation to $3.7B1h ago Salesforce Unveils Six-Capability Trusted AI Harness for Enterprises1h ago US closes $1.9bn loan to restart the Iowa nuclear plant powering Google1h ago OpenAI Gives US Agencies 50% Off Models, Ending $1 Per Year Deal1h ago 47,000 job listings reveal the engineering roles that AI is creating1h ago Anthropic's Alignment Science lead says there is a ">10%" chance AI could kill all humans within the next decade and is worried about recursive self-improvement (Evan Hubinger/@evanhub)1h ago Ukraine says AI is moving beyond drones and into strike missiles for the first time1h ago Meta Announces Muse AI Agent for Personal Tasks and Organization1h ago Celero raises $275m to bring coherent optics inside AI data centres1h ago Exclusive: Cfo.ai launches an agentic CFO for business founders2h ago

Business & Enterprise Finance5 min reading time

Nvidia’s AI Sector Equity Stakes Grow, SEC Filing Shows

Covered by 2 sourcesPublished 6 days ago

Nvidia's equity investments in AI companies surged over the past year, with holdings growing from around $7 billion to nearly $94 billion by July 2026. The company's latest SEC filing reveals $42.8 billion in marketable and $51.2 billion in non-marketable securities, reflecting massive financial backing for AI partners and customers.

Covered by 2 sources

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Yes, We're in an AI Bubble. Just Look to 1980s Japan
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Nvidia Earnings: AI Demand Is Booming, But Risks Remain
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Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)
14d· Techmeme
Nvidia projects $673B in sales as AI demand widens
14d· Hacker News
Nvidia Tries to Defend Against Circular Dealmaking Accusations
14d· Gizmodo
CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.
15d· Business Insider

#investment #nvidia #u-s-securities-and-exchange-commission

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