May. 16 at 1:01 AM
NVIDIA JUST UPDATED ITS PUBLIC STOCK PORTFOLIO HOLDINGS
This is what Nvidia's stock portfolio looked like as of the end of Q1
Generate Biosciences
$GENB - 833,325 shares
Nokia
$NOK - 166,389,351 shares
Synopsys
$SNPS - 4,821,717 shares
Jensen Huang is building an unshakeable empire. Nvidia’s Q1 portfolio proves it's moving way beyond data centers.
By holding 4.8M+ shares of
$SNPS, Nvidia integrates CUDA into EDA software to control AI chip design at the source. Meanwhile, the massive 166M+ share bet on
$NOK (over 8% of its book) is an aggressive play to dominate AI-RAN and turn global cell towers into edge-AI compute nodes.
Nokia has quietly transformed from a legacy telecom into an AI infrastructure darling. Which Nvidia-backed proxy has more upside: Synopsys or Nokia? Let's discuss below!