One AI stock makes up 78% of Nvidia's investment portfolio

The leading chipmaker is all in on one of the year's hottest startups.

May 19, 2025 - 15:56
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One AI stock makes up 78% of Nvidia's investment portfolio

Investors have plenty of reasons to be optimistic about Nvidia  (NVDA) , but a hidden company asset may lie in one of its own investments.

The market-leading chipmaker has struggled since the year began, battling volatile market conditions and contending with the unexpected threat of DeepSeek, a Chinese startup that rolled out a large language model (LLM) built on less advanced Nvidia chips. This posed a new challenge for the company, even as the artificial intelligence (AI) market continued to grow.