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Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders
['Wed', 'August', 'At Pm Gmt', 'Min Read']
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But investors should also consider the formidable investment portfolio Nvidia now holds.
The Nvidia investment portfolioNvidia has committed to directly providing $70 billion in equity investments into ecosystem partners, per new research from Bank of America analyst Vivek Arya.
Recent investments include $30 billion in OpenAI, up to $10 billion in Anthropic, and $5 billion in Safe Superintelligence.
The Nvidia investment portfolio.
They also know there is minimal downside risk to Nvidia's investment portfolio, given the rising valuations being afforded to most privately held names in AI.