Nvidia Reshapes Portfolio with Strategic Investments in AI and Autonomous Driving

Nvidia's latest equity disclosures reveal new stakes in AI and autonomous vehicle companies while reducing positions in other tech firms.

Nvidia disclosed new investments in WeRide, a Chinese autonomous driving startup, and Nebius Group, an AI cloud infrastructure company, boosting their stock prices significantly.
The company reduced its stake in chip designer Arm Holdings by nearly 44%, aligning with Arm's shift toward developing its own chips.
Nvidia exited its holdings in SoundHound AI, Serve Robotics, and Nano-X Imaging, leading to notable declines in their stock values.
Despite recent market challenges, analysts remain optimistic about Nvidia's long-term growth, citing strong demand for its AI chips and dominance in the GPU market.
Nvidia's upcoming earnings report on February 26 is expected to provide further insights into its performance and strategy in the evolving AI sector.