Nvidia Just Sold Its Stake in Applied Digital and Arm Holdings and Piled Into a New Artificial Intelligence GPU Player Up Over 7,200% Since Its IPO

2026-02-24 15:40:00 ET

Aside from being the artificial intelligence (AI) chip king, Nvidia (NASDAQ: NVDA) also has a small investment portfolio. The company tends to invest in key partners, customers, and suppliers and has also invested in compelling AI companies. In some quarters, there is very little movement in Nvidia's portfolio. But in the fourth quarter of calendar year 2025, the company was active.

Nvidia dumped its stake in Applied Digital (NASDAQ: APLD) and ARM Holdings (NASDAQ: ARM) while initiating a new position in a relatively new chip player, one whose stock is up over 7,000% since the company's initial public offering (IPO).

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