Nvidia Builds Nearly $100B Equity Portfolio from Scratch in Just Two Years
Bubble signal: +2 · Overheating evidenceRelevance 90FundingUS
Source: IT Home · Published 2026-09-04
Summary
According to Business Insider, Nvidia has built an equity portfolio of nearly $100 billion in just two years by investing in other tech companies. As of July 26, Nvidia held $99 billion in equity investments, with about $48 billion in public stocks and $48 billion in private companies. The portfolio grew 14-fold in a year, making Nvidia one of the world's largest tech investors.
Bubble analysis
Nvidia is using massive capital to invest in its chip customers and AI companies, creating a circular financing loop: it sells chips to customers and then invests in them, inflating AI valuations and investment levels—a key argument for bubble proponents.
#nvidia#ai-bubble#investment#circular-financing
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