Bridgewater Adds $253M Stake as Nvidia Eyes $213B Fiscal 2026 Revenue
Fiscal 2026 revenue is projected at $213 billion based on next-generation GPU platforms and enterprise AI infrastructure spending by hyperscalers. Bridgewater Associates increased its Nvidia position by 1.35 million shares valued at $253 million, raising its holding to $721 million or 2.63% of its U.S. portfolio.
1. Bridgewater Raises Nvidia Stake
Bridgewater Associates acquired an additional 1.35 million Nvidia shares worth $253 million, boosting its total holding to $721 million and representing 2.63% of its U.S. equity portfolio. This move marks one of the largest institutional increases in Nvidia exposure during a period of muted share price movement.
2. Strong Fiscal 2026 Revenue Forecast
Nvidia’s fiscal 2026 revenue is expected to reach $213 billion, driven by demand for its next-generation GPU platforms and a deeply embedded enterprise AI software ecosystem. Continued multibillion-dollar AI data center expansions by major cloud providers underpin long-term visibility into Nvidia’s sales trajectory.