Nvidia Books Nearly $20 Billion Profit From Intel Stake in Five Months

Nvidia has realized an almost $20 billion gain on its $5 billion Intel investment bought at $23.28 per share in December 2025, as Intel traded above $114 in late May. The windfall follows Nvidia’s Q1 13F filing that lifted its total equity portfolio to $18.4 billion after deploying $3.8 billion into CoreWeave and Coherent. Earlier milestones include Jensen Huang’s foundation purchasing $108.3 million of CoreWeave compute for donation on May 13 and a 95 percent increase in the CoreWeave stake to 47.2 million shares worth $3.65 billion. The moves underscore Nvidia’s strategy of backing AI-infrastructure partners while generating substantial returns beyond its core GPU business.