NVIDIA has exited its $140 million stake in ARM Holdings, selling 1.1 million shares to prioritize larger strategic investments across the AI ecosystem. The company maintains its technical partnership with ARM, continuing to use its architecture in products like the Grace CPU and Grace Hopper Superchip.
- The divestment allows NVIDIA to focus on significant positions in CoreWeave ($2 billion), Intel ($5 billion), and Synopsys ($2 billion), while rumors circulate regarding a potential $30 billion OpenAI investment.
- NVDA shares are trading at $189.70 (+0.96%), tracking with a 1.05% rise in the NASDAQ as investors await next week's earnings report.