Nvidia Invests Billions in Intel and Nokia

Nvidia invested about $7.93 billion in Intel and $1.08 billion in Nokia during the October-to-December 2025 quarter, according to filings. Intel has rallied roughly 92% and Nokia about 79% since Sept. 2, while a new $2.26 billion Synopsys stake dropped about 24%. Nvidia also cut or sold stakes in CoreWeave, Nebius, Arm, Applied Digital, Recursion and WeRide.
Key Points
- 1Invests about $7.93B in Intel and $1.08B in Nokia during Q4 2025 filings.
- 2Sees large paper gains as INTC rallies ~92% and NOK ~79% since Sept. 2.
- 3Alters portfolio risk profile; also opened $2.26B Synopsys stake while cutting other holdings.
Scoring Rationale
Provides concrete investment figures and market moves, but relies on a single report and offers limited analysis.
Sources
Public references used for this report.
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