Nvidia (NVDA) has exploded in value over the last five years. The company has effectively solidified its role as the beating heart of the artificial intelligence (AI) arms race, becoming the world’s most valuable company somewhere along the way. But it looks like commanding just one AI giant is no longer enough for CEO Jensen Huang. He wants a seat at every other important table, too.
In a regulatory filing earlier this summer, Nvidia finally revealed the size of its monster equity portfolio. The company is sitting on around $63.44 billion worth of publicly traded stocks, and the strategy behind those investments tells us a lot about where Jensen Huang thinks the AI economy is heading.
