By Gerelyn Terzo
Publication Date: 2026-08-18 14:28:00
Quick Read
NVIDIA’s debut 13F parks $30B into Intel and $4.7B into CoreWeave, revealing Jensen Huang’s AI supply chain blueprint beyond GPUs.
Nokia’s Q2 AI & Cloud order intake hit $3.2B, while NVIDIA-funded Nebius posted 454% revenue growth and a $37B performance backlog.
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NVIDIA’s debut 13F revealed something Wall Street didn’t see coming: the world’s most valuable chip designer parked $29,989,261,126 into shares of its most storied rival, Intel, a position that swallows 47.27% of its entire $63+ billion equity portfolio. CEO Jensen Huang is buying the picks, shovels, foundries, fabs, fibers and clouds that make the AI supercycle run, well beyond GPUs. Here are five names inside that portfolio where the money is already moving, and where retail can still ride the wake.
1. Nokia: The Surprise AI-RAN Play Hiding in a $10 Stock
Everyone forgot Nokia. NVIDIA didn’t. The Finnish equipment maker sits at 3.48% of NVIDIA’s book, and it is making moves. The legacy name just agreed to buy NXP’s Chandler, Arizona semiconductor fab for indium phosphide production, the exact material the AI datacenter is starving for as it swaps copper for light. On top of that, Nokia launched the industry’s first commercial AI-RAN platform, a network architecture NVIDIA has been…
