launchedinvestment portfolio

Strategic equity stakes (Intel, Anthropic)

NVIDIA bought $5 billion of Intel stock in December 2025 and committed up to $10 billion to Anthropic. Gains and losses on these stakes can move reported earnings.

NVDA market data

The numbers

Intel share purchase$5.0 billion (about 214.8 million shares at $23.28)Closed December 26, 2025 · Joint custom data center and PC products · source ↗

Anthropic commitmentUp to $10 billion (announced November 2025; Microsoft up to $5 billion)November 2025 · source ↗

What it is

Minority stakes NVIDIA holds in customers and partners, including Intel and Anthropic. They tie NVIDIA's own financing to its customers' compute demand.↗ source

Why it matters to the stock. Equity stakes in customers can support demand, but they also link NVIDIA's results to the valuation and funding of those companies.

News

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