Based on NVIDIA's most recent SEC 10-Q filings, specifically the one for the quarter ended October 26, 2025, the company has disclosed several significant investment commitments and holdings:
- Intel Corporation: NVIDIA committed to invest $5 billion in Intel Corporation during the third quarter of fiscal year 2026. This investment is subject to regulatory approval.1
- Anthropic: In November 2025, NVIDIA entered into an agreement to invest up to $10 billion in Anthropic, subject to certain closing conditions.1
- OpenAI: NVIDIA also entered into a letter of intent in the third quarter of fiscal year 2026, providing an opportunity to invest in OpenAI.1
- CoreWeave, Inc.: As of April 27, 2025, NVIDIA held an investment in CoreWeave, Inc. with a fair value of $1 billion. This investment was reclassified from non-marketable equity securities to marketable securities following public market trading.2
- Arm, Inc.: NVIDIA's filings also indicate an investment in Arm, Inc., as it was mentioned in relation to unrealized losses in publicly-held equity securities.2
It is important to note that for the Intel, Anthropic, and OpenAI investments, NVIDIA has stated there is no assurance that these investments will be completed on expected terms, if at all.1
