[UPDATE] Nvidia's 13F discloses a $21bn SpaceX stake and $30bn in Intel, and a complete exit from Arm
Nvidia's quarterly holdings filing on Friday showed about 122.8m SpaceX shares worth roughly $21bn and about 214.8m Intel shares marked at roughly $30bn, against an original $5bn Intel outlay made under the September AI-infrastructure partnership. Both figures are as-of 30 June marks: Intel traded near $140 then and closed 08-14 at $102.50, so the Intel position was worth closer to $22bn by the filing date, and the filing also shows Nvidia fully out of Arm. The disclosure records Nvidia's own gain rather than any change at Intel, and Intel fell 1.97% on the session it landed.