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Nvidia's $63 Billion Investment Portfolio Has a New No. 2 Holding

The Motley Fool·
Nvidia's $63 Billion Investment Portfolio Has a New No. 2 Holding

Nvidia's $63.4 billion investment portfolio now has SpaceX as its second-largest holding worth ~$21 billion, following Nvidia's $10 billion investment in xAI in January 2026. However, SpaceX faces significant challenges as a newly public company, including massive cash burn from AI data center capex ($23.55 billion in first half of 2026), hefty losses, an accelerated lockup schedule, and concerns about Elon Musk's divided attention between multiple companies.

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