Nvidia has been at the center of the artificial intelligence (AI) boom, supplying the chips that power everything from cloud data centers to generative AI models. However, the company's latest 13F filing with the SEC suggests its ambitions go well beyond selling its own hardware.

As of June 30, 2025, Nvidia's investment portfolio shows a calculated bet on the ecosystem of companies building the next generation of AI infrastructure.

The filing, released Thursday, provides a snapshot of Nvidia's stock positions at the end of the second quarter. The chipmaker holds stakes in a handful of firms operating across semiconductors, cloud infrastructure, and AI-driven life sciences.

Its top positions, ranked by size, reveal a deliberate strategy to back companies positioned to fuel and benefit fr

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