#gpu-market-dominance

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from24/7 Wall St.
10 hours ago

Nvidia Is Building an AI Infrastructure Empire

Nvidia's investment portfolio operated as a modest initiative valued around $230 million two years ago, focusing on smaller companies and chip designers. By the end of 2025, however, the public equity portfolio alone had reached more than $13 billion, according to its 13F filing. This expansion stems directly from cash generated by Nvidia's core GPU sales, particularly in the data center segment, which have driven record revenue.
Artificial intelligence
Artificial intelligence
fromFortune
10 hours ago

As AI agents surge, Nvidia's earnings face new scrutiny | Fortune

Nvidia's earnings face intense scrutiny as the world's most valuable company, with investors monitoring whether AI-driven capital spending remains justified amid tech stock volatility and emerging competitor threats.
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