NVIDIA's 13F filing disclosed 8 holdings Total value: $63.44 billion, with the largest being Intel at around $30 billion The second largest is SpaceX at about $21 billion. NVIDIA's holdings are almost entirely focused on chips, computing power, communication, and cloud infrastructure. One of the companies is Generate Biomedicines, which uses computing power to design new drugs. In the future, drug development will also become a computing power business. Generate focuses on creating protein-based drugs, while NVIDIA provides computing power and tools. Biopharma companies are becoming major GPU customers. #NVDA #SpaceX