Damn it, the top gainers are all invested in by Nvidia:

Based on the last 12 months (June 2025 – June 2026), a compilation of Nvidia's publicly disclosed large investments/strategic stakes, listed by sector with core companies, amounts, and purposes:
1. Chips/Semiconductors (Underlying Hardware)
1. Intel (September 2025)
Invested $5 billion, holding about 4%, collaborating on custom AI server CPUs and integrated GPUs for PCs
2. Synopsys (EDA) (December 2025)
Invested $2 billion, holding 2.6%, tying into chip design toolchains
3. Marvell (March 2026)
Invested $2 billion, focusing on silicon photonics, AI-RAN, high-speed interconnects
2. Optical Communications/Optical Chips (Main AI Connectivity)
In 2026, heavy investments in optical modules, fiber optics, and CPO:
1. Lumentum (March 2026): $2 billion, optical chips/lasers
2. Coherent (March 2026): $2 billion, indium phosphide optical chips
3. Corning (May 2026): up to $3.2 billion, fiber optics, high-speed optical connections, factory expansion
4. Nokia (October 2025): $1 billion, about 2.9% stake, focusing on AI-RAN, 6G, edge computing
3. Computing Power/Data Centers/Cloud (AI Infrastructure)
1. CoreWeave (January 2026): $2 billion, AI compute cloud, plus long-term large compute contracts
2. Nebius: $2 billion, global distributed AI compute platform
3. IREN (May 2026): $2.1 billion equity rights + $3.4 billion cloud contracts, jointly building large AI data centers
4. AI Large Models/AI Companies (Application Layer)
1. OpenAI: $30 billion (compute + cash), deeply tied to ChatGPT compute supply
2. Anthropic: up to $10 billion, investing in Claude large model
3. xAI: participating in large funding rounds, tied to Musk’s AI projects
4. Groq: approximately $20 billion acquisition, strengthening AI inference chips/compute
5. Other Key Areas (Venture Capital NVentures + Startups)
• Entire 2025: 67 venture investments covering autonomous driving, medical AI, robotics, edge computing startups
• Early 2026 to present: about 24 startup funding rounds, mainly in AI applications and vertical industry AI
Overall Summary:
In the past year, Nvidia’s total investment exceeded $40 billion, with the core logic:
Prioritize heavy holdings in optical communications, compute infrastructure, and underlying chips, then bind to top large models to form a complete AI industry chain closed loop.