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75% of Nvidia's $63 Billion Investment Portfolio Has Been Put to Work in Just 2 Game-Changing AI Stocks

The Motley Fool·
75% of Nvidia's $63 Billion Investment Portfolio Has Been Put to Work in Just 2 Game-Changing AI Stocks

Nvidia has deployed 75% of its $63.4 billion investment portfolio into two major positions: a $30 billion stake in Intel (acquired for $5 billion in December 2025) and a $21 billion stake in SpaceX (via xAI investment converted to SpaceX shares after its June 2026 IPO). While the Intel investment appears secure with strong collaboration potential, the SpaceX position carries significant risk due to the company's negative free cash flow of $16 billion in Q2 2026 and ongoing losses despite its premium valuation.

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