Nvidia has built a $99 billion equity portfolio from almost scratch in 2 years
THE SO WHAT
Nvidia turning a ~$2B equity book into ~$99B in two years effectively makes it a mega‑fund shaping the AI and infra ecosystem it sells into. Startups and public companies taking that capital should model not just dilution but long‑term dependency on a key supplier‑investor with real influence over category structure.
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