Nvidia's Artificial Intelligence Investment Portfolio Reaches $99 Billion
Nvidia announced a massive AI investment portfolio totaling $99 billion in its fiscal second-quarter earnings report ending July 26, 2026.
As of Nvidia's fiscal second-quarter period ending July 26, 2026, its investment portfolio reached a size of approximately $99 billion. This massive capital is distributed among publicly traded stocks, non-marketable securities, and equity-method investments.
General Distribution of the Investment Portfolio
Nvidia's $99 billion in capital spans three main categories. These categories include $47.7 billion in publicly traded shares, $47.9 billion in non-marketable securities, and $3.3 billion in equity-method investments.
Publicly Traded Shares and Major Partnerships
The publicly traded shares category consists of listed common stocks and convertible preferred shares in public companies. According to Nvidia's 13F filing, the biggest names in this area include Intel, Space Exploration Technologies, and CoreWeave.
Funding for Artificial Intelligence Labs
Nvidia Chief Financial Officer Colette Kress stated during the second-quarter earnings call that the company has invested approximately $50 billion in frontier AI labs. The three prominent names in this field were listed as OpenAI, Anthropic, and Safe Superintelligence.
Infrastructure Financiers and Other Partnerships
The final item of investments consists of stakes in infrastructure financiers rather than startups, frontier labs, and public shares. The only publicly traded name in this group is SB Energy, a SoftBank vehicle behind OpenAI's campus in Ohio.