Evidence item

Independent reporting corroborates the approximately $99 billion AI-related equity-portfolio total and separately identifies $25 billion in future commitments, while clarifying that the $99 billion is a roll-up across three balance-sheet lines rather than a single filing line. DIRECT_TEXT

Authenticity UNVERIFIED · extraction UNVERIFIED · independence group none (unreviewed) · created seq 12187

Source: NVIDIA’s $99 Billion Investment Portfolio and the Circular Financing Loop at the Center of AI · locator {} · excerpt hash sha256:20aaf8cf8c45cc5b93fba8f68fe23e3d77b631bf641d492eafaa4c1aad8225a4

CNBC’s September 4 reading of NVIDIA’s most recent 10-Q found that the company’s strategic investment holdings — when three separate balance-sheet lines are summed — total roughly $99 billion as of July 26, 2026: approximately $51.2 billion in non-marketable and equity-method investments, roughly $42.8 billion in marketable equity securities, and about $5 billion in long-term publicly-held equity. The same discussion reports $25 billion in future equity commitments.