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VENTURE CAPITAL

Inside Nvidia's $99 Billion AI Portfolio: Frontier Labs, Neoclouds, and Silicon Infrastructure

Nvidia closed its second fiscal quarter with an investment portfolio totaling roughly $99 billion, spanning massive commitments to frontier AI research labs, neocloud compute providers, and optical hardware suppliers.

The Company Wire|19 hours ago|3 min read

VENTURE CAPITAL

Nvidia's Corporate Equity Portfolio Hits $99 Billion as Chipmaker Funds AI Ecosystem

Nvidia now holds $99 billion in equity positions across public and private technology companies, expanding its investment portfolio 14-fold in a single year to secure its dominance across the AI supply chain.

The Company Wire|Sep 6|4 min read

VENTURE CAPITAL

Situational Awareness Sells Most Public Holdings After Leveraged AI Losses

Citadel acquired the bulk of the portfolio, while Leopold Aschenbrenner's fund retained private investments including a reported $5 billion Anthropic stake.

The Company Wire|Jul 30|2 min read