Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock - Tom's Hardware

NVIDIA's $5 billion investment in Intel stock, made as part of a strategic AI infrastructure partnership announced in September 2023, has now generated nearly $25 billion in gains, according to a rece... Read original →

NVIDIA’s strategic divestment from Intel and complete exit from Arm have generated nearly $25 billion in gains, while its $21 billion SpaceX stake underscores its deepening role in AI infrastructure. This move reinforces NVIDIA’s dominance in data center hardware and accelerates adoption of advanced technologies like CPO interconnects and UHP CW lasers. The company’s investment strategy reflects a shift toward vertical integration, strengthening ties with suppliers such as Synopsys and Coherent. From a compliance standpoint, this reflects growing concerns over geopolitical risks, especially amid U.S.-China tech decoupling. Competitors like AMD and Intel may seek strategic alliances to counter NVIDIA’s influence. Over the next 12–24 months, NVIDIA’s capital deployment will likely drive further innovation in 3nm and EUV equipment, while 5G/6G infrastructure becomes a new growth engine for semiconductor demand.