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Jensen Huang
NVIDIA's corporate strategic-investment book — every position ties to its AI-compute supply chain or downstream demand. Concentrated (5 holdings, $13.1B disclosed) with each name underlying a publicly-announced partnership: Intel (custom x86 CPUs via NVLink, Sept 2025 deal), CoreWeave (GPU cloud renter, pre-IPO stake), Synopsys (EDA tool partnership), Nokia (Q4 2025 5G/AI JV), Nebius (European compute capacity).
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