Nvidia consolidates its leadership in the AI revolution, recovering a market capitalization of $5 trillion and surprising Wall Street with its dual role as a chip manufacturer and a powerful global investor. Under the leadership of Jensen Huang, the company has evolved from being a benchmark in graphics cards for gaming and cryptocurrencies to becoming the epicenter of AI development and investment. Although the market primarily recognizes it as the largest supplier of GPUs and AI hardware, Nvidia has intensified its role as a strategic investor, allocating resources to major tech companies and emerging startups in the sector. Its balance sheet not only boosts hardware sales but also fuels its own ecosystem of innovation and growth. In recent months, Nvidia has significantly expanded its investment portfolio. According to the 13F report submitted to the SEC, in the fourth quarter of 2025, the company tripled its investment in publicly traded companies, increasing from $3.8 billion to over $13 billion. The most notable move was acquiring a 5% stake in Intel, valued at $7.925 billion, becoming its largest position and representing nearly 60% of the total value of its portfolio. This operation, which also involves the U.S. government and Softbank, reinforces the commitment to chip manufacturing in the U.S. amid supply chain challenges. Nvidia has also increased its positions in Synopsys with a $2.265 billion investment, strengthening its presence in chip design software, and in Nokia with over $1 billion, expanding its reach in networks and connectivity. At the same time, the company has streamlined its portfolio by divesting from Applied Digital, Arm Holdings, Recursion Pharmaceuticals, and WeRide, focusing on key assets for the future of AI. Beyond publicly traded companies, Nvidia has accelerated its investment activity in AI startups and scale-ups in the U.S., Europe, and India. In 2025, it directly participated in about 67 funding rounds, along with another 30 through NVentures, its venture capital arm, according to PitchBook data. The beginning of 2026 has been marked by the largest investment in its history: $30 billion allocated to OpenAI, the creator of ChatGPT. Additionally, Nvidia maintains significant positions in competitors like Anthropic and the French company Mistral, consolidating its influence in the sector. This investment growth is made possible by the strong increase in the company's revenues and profits, allowing it to reinvest billions in its strategic partners. Analysts expect revenues between $65 billion and $66 billion in the fourth quarter, representing a 68% growth, driven by demand from major hyperscalers and investments in AI infrastructure globally. Firms like Cantor Fitzgerald maintain an overweight recommendation and set Nvidia's price target at $400 per share, which could push its valuation to exceed $9 trillion, doubling its current market capitalization.