
Nvidia’s Intel Bet Becomes a $30B Windfall
A filing reveals that Nvidia’s $5 billion investment in Intel has grown into a reported $30 billion windfall. The filing also shows a new $21 billion SpaceX stake and Nvidia’s complete exit from Arm stock.
Tag: #strategic-investment9 results

A filing reveals that Nvidia’s $5 billion investment in Intel has grown into a reported $30 billion windfall. The filing also shows a new $21 billion SpaceX stake and Nvidia’s complete exit from Arm stock.

A new batch of 13F filings offers a glimpse into SpaceX’s shareholder structure after its high-profile June IPO. The disclosures reportedly indicate that AMD has taken a stake in SpaceX, prompting questions about AMD’s strategic motivations.

DeepSeek’s operating company received 933,399 Unitree shares in its IPO strategic placement for approximately RMB 141 million, with a 36-month lockup. The minority investment may connect DeepSeek’s model, reasoning, and infrastructure capabilities with Unitree’s embodied-robotics platform, although no specific joint model or data-sharing arrangement has been disclosed.

Thinking Machines Lab has signed a massive multi-year compute deal with Nvidia. The agreement guarantees at least a gigawatt of compute power. Nvidia is also making a strategic investment in the lab.
Nvidia is reportedly finalizing a $30 billion investment in OpenAI, replacing a $100 billion long-term commitment from last year between the two companies. This investment forms part of OpenAI's latest funding round.

Unitree Robotics is preparing for its first public offering and listing on Shanghai’s STAR Market, with an issue price of ¥150.80 per share. DeepSeek investment-related cooperation is reportedly planned across three areas, while the offering will comprise approximately 40.45 million shares.

Tencent is adjusting its strategic relationship with Kuaishou, focusing on new narratives and future growth potential rather than just maintaining existing operational ties.

Airbnb has led a $58 million Series C funding round for the group-travel platform WeRoad, acquiring a 10% stake. Additionally, WeRoad CEO Andrea D’Amico will join Airbnb to lead its hotels division.
Bilibili has acquired a stake in Shenzhen-based Ai-Wu-Dui Culture Technology, a company specializing in software development and cultural design. This move signals Bilibili's continued expansion into creative tech ecosystems.