Yahoo Finance analysis indicates that as of the end of Nvidia's second fiscal quarter (July 26), its artificial intelligence (AI) investment portfolio totaled approximately $99 billion. This portfolio comprises $47.7 billion in public holdings, $47.9 billion in illiquid securities, and $3.3 billion in equity method investments. Specifically, Nvidia has invested $30 billion in OpenAI, $10 billion in Anthropic, and $5 billion in Safe Superintelligence. Its public holdings primarily include companies such as Intel, SpaceX, and CoreWeave. The article also mentions that CoreWeave, Coherent, and Marvell Technology are considered notable public companies within this portfolio.