Bridgewater Pours $695M into Nvidia as It Invests $5B in Intel
Bridgewater Associates added $695 million of Nvidia shares to its portfolio in Q4, making Nvidia one of its largest technology holdings. Nvidia increased its stake in Intel to over 50% following a strategic $5 billion investment, reinforcing its supply chain for AI data center chips.
1. Bridgewater Adds Nvidia Position
Bridgewater Associates added $695 million of Nvidia shares to its portfolio in Q4, making Nvidia one of its largest technology holdings. The move underscores Ray Dalio’s confidence in Nvidia’s leadership in the AI chip market.
2. Nvidia’s $5B Bet on Intel Turnaround
Nvidia increased its stake in Intel to over 50%, building on a prior $5 billion strategic investment and multi-year partnership. This shift highlights Nvidia’s bet on Intel as a critical supplier for future AI hardware demand.
3. AI Boom Drives Institutional Interest
Following strong AI-driven revenue growth from data center demand, several major investors have boosted positions in leading tech stocks including Nvidia. These 13F filings reflect broader institutional alignment with the AI infrastructure cycle.