Jensen Huang
Co-founder & CEO of NVIDIA. A single remark from him can move an entire sector — see the June 2026 Korea visit.
NVIDIA portfolio — since investment
Remarks & investments
- RemarkConfirmedJun 5, 08:00 AM
HBM4 green light: Samsung, SK hynix & Micron certified for Vera Rubin
📍 SeoulOn his Seoul visit Huang confirmed Samsung, SK hynix and Micron all passed HBM4 certification for NVIDIA's Vera Rubin platform. Samsung hit a record high on his arrival; SK hynix is seen taking 60-70% of HBM4 volume.
Source: CoinCentral ↗ - RemarkConfirmedJun 2, 03:00 AM
Marvell is "the next trillion-dollar company"
📍 COMPUTEX 2026, TaipeiAt COMPUTEX, Huang called Marvell the next potential trillion-dollar company for its AI data-center connectivity. MRVL jumped 32.52% — its biggest one-day gain ever — and is up ~84% in a month, backed by NVIDIA's $2B strategic stake.
MRVL-5.35% todaySource: CNBC ↗ - RemarkConfirmedJun 1, 11:00 AM
"Robotics is very important for Korea"
📍 Taipei (private dinner)At a private Taipei dinner, Huang called robotics very important for Korea, citing labor constraints — without naming a company. Korean robotics stocks rallied the next session.
Source: Tech Times ↗ - InvestmentConfirmedApr 15, 12:00 AM
NVIDIA invests in MRVL · $2B
NVIDIA took a $2B strategic stake in Marvell ahead of the trillion-dollar call.
MRVL-5.35% todaySource: Yahoo Finance ↗ - InvestmentConfirmedMar 25, 12:00 AM
NVIDIA invests in LITE · stake
NVIDIA backed optical-interconnect supplier Lumentum to secure CPO supply.
LITE+3.83% todaySource: Motley Fool ↗ - InvestmentConfirmedMar 12, 12:00 AM
NVIDIA invests in NBIS · $2B
NVIDIA invested $2B in AI data-center provider Nebius.
NBIS-3.83% todaySource: IndexBox ↗ - InvestmentConfirmedFeb 20, 12:00 AM
NVIDIA invests in COHR · stake
NVIDIA added a position in Coherent across the optical supply chain.
COHR-0.33% todaySource: Motley Fool ↗ - InvestmentConfirmedDec 5, 12:00 AM
NVIDIA invests in CRWV · $3.66B (~11%)
NVIDIA raised its CoreWeave stake to 47.2M shares (~$3.66B, ~11% of the company).
CRWV-2.88% todaySource: 24/7 Wall St. ↗ - InvestmentConfirmedNov 10, 12:00 AM
NVIDIA invests in IREN · $5B + option
NVIDIA invested $5B in IREN with a 5-yr option to buy 30M shares at $70.
IREN-4.63% todaySource: Motley Fool ↗ - InvestmentConfirmedOct 28, 12:00 AM
NVIDIA invests in NOK · $1B
NVIDIA invested ~$1B in Nokia to back AI-RAN networking.
NOK-3.25% todaySource: Investing.com ↗ - InvestmentConfirmedSep 18, 12:00 AM
NVIDIA invests in INTC · $5B
NVIDIA took a ~$5B stake in Intel — its largest reported 13F position.
INTC-0.82% todaySource: CNBC ↗