The shovel seller now backs the diggers, with $99 billion

Nvidia, the company selling chips to almost the entire AI industry, has quietly become one of the largest AI investors in the world.

As of the end of July, its AI equity portfolio had reached $99 billion. A year earlier the figure was around $7 billion. More than ten times larger in twelve months.

I looked at the number and kept thinking. The one who sold shovels in the gold rush is now placing large bets on the people doing the digging.

We tend to think investing is something for the wealthy. But at root it is very ordinary: putting finite resources where they produce the most value, and understanding clearly why you put them there. A shop owner choosing which stock to bring in, which channel to spend advertising on, is investing too.

At CoreU we believe understanding the cash flow and the numbers behind each decision is the methodical step towards growing together, whatever your scale.

And you, where are you planning to place your next unit of capital?