By Adria Cimino
Publication Date: 2026-03-05 17:00:00
Key Points
Nvidia (NASDAQ: NVDA) is the name most of us think of when we think of artificial intelligence (AI). The company dominates the AI chip market with top products such as its Blackwell and Blackwell Ultra platforms, and these have led to explosive earnings growth.
But this tech giant isn’t just a major player in the AI landscape; it’s also an investor in other AI companies. Nvidia is ideally positioned to do this as it has visibility on what’s happening in the AI market and what’s to come.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
Nvidia recently reported its latest stock trades, those from the fourth quarter of last year, and as part of that, we now know the name of the company’s biggest holding. Is it a buy? Let’s find out.
Image source: Getty Images.
A $5 billion investment
Which stock am I talking about? It actually could be considered a competitor of Nvidia since this company, too, offers AI chips. I’m referring to Intel (NASDAQ: INTC). Nvidia made a $5 billion investment in Intel’s common stock, picking up 214,776,632 shares. The company originally announced its intention to do this back in September, but launched the purchase in the fourth quarter after receiving regulatory approvals.
Now, Intel is the biggest holding in Nvidia’s $13.1 billion investment portfolio,…