Stock Data
$5.50 (2.45%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
SEMICONDUCTORS
NVIDIA Corporation is a powerhouse in the tech world, known for its cutting-edge graphics and computing solutions. It's a go-to for gamers, offering GeForce GPUs and the GeForce NOW streaming service. Professionals in various industries rely on NVIDIA's Quadro/NVIDIA RTX GPUs and virtual GPU software for top-notch visual computing. Beyond graphics, NVIDIA dives into data center computing, networking with its Quantum and Spectrum platforms, and spearheads innovations in automated driving with NVIDIA DRIVE. Its technology also supports robotics, AI, and the burgeoning metaverse through Omniverse software. Founded in 1993, NVIDIA's influence spans globally, headquartered in Santa Clara, California.
Nvidia is now underwriting its own demand: it is putting up credit support for the first 4.25 IT-GW of Ohio capacity in developer SB Energy, with OpenAI signing on as the tenant. Capacity phases in starting 2028, locking a multi-year DSX-based revenue channel to a single anchor customer.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.
A $10,000 bet at Nvidia's 1999 close is worth $50 million today, 26 years later. Half of that fortune was created in just the last two years of the AI buildout.
A 3.2% day looks modest until you scale it to a $5.4 trillion company: that is roughly $170 billion in market value added in one session. At $224.46, the world's largest stock moves the index by itself.
Six of the largest capital allocators on earth just agreed to underwrite demand for Nvidia's own product, creating dedicated pools of third-party money that let customers buy compute they could not otherwise finance. Huang casts GPUs as an investable asset class with long-duration, usage-linked revenue, though the memorandums still require final agreements.
Washington is reviewing how Chinese firms reach Nvidia silicon through offshore data centers, and $217 says traders are no longer treating China access as a rounding error for a $5.3 trillion company. Any formal restriction lands squarely on the AI trade's biggest weight.
Digital Turbine's 35% close is the loudest move of the session, with buyers paying up for growth names delivering results, as Shopify also advanced. The pain was just as concentrated: Lucid gave back ground and Astera Labs slid even as AI peers Nvidia and Arista advanced.
Musk is signaling a seismic infrastructure pivot that upends the current data center playbook where chip and hardware makers have built their empires.
@Jason @Dell @nvidia @Apple Over 90% of AI compute will be in server-side for the next few years. Long-term, 99.99…% of compute will be in space.
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