Solaris Energy Infrastructure (SEI) was added to the AI Investor Portfolio as a $10,000 position due to its role in providing behind-the-meter power for SpaceX's data center expansion. SEI uses mobile gas turbines to quickly power data centers, bypassing long grid connection delays, aligning with SpaceX's $300-$500 billion plan to build 6-10 gigawatts of capacity by 2027. The company recently reported strong Q2 earnings and expanded contracts, with management raising future EBITDA outlooks. This move reflects growing market interest in power infrastructure firms supporting hyperscaler data centers, as seen with Power Solutions International's recent stock rally.
Nvidia has disclosed a $21 billion stake in Elon Musk's SpaceX, acquired through its $10 billion investment in AI startup xAI, which was later merged into SpaceX. This stake now represents Nvidia's second-largest equity holding, linking its chip busi...
Nvidia updated its stock portfolio to $63.4 billion as of June 30, 2026, a sharp rise from $18.4 billion the previous quarter. This growth was driven by gains in existing holdings and a new $21 billion position in SpaceX, marking Nvidia's first publi...
SpaceX shares dropped about 28.6% from $196 on June 15 to $140 by August 15, two months after its historic IPO that valued the company at $1.77 trillion. Despite this decline, SpaceX reported strong quarterly growth with revenue up 92% to $7.8 billio...
Anthropic, an AI company, is targeting an October IPO with a valuation of $2 trillion or more, which would surpass SpaceX's recent $1.77 trillion debut. Investors expect the company's revenue to jump from $47 billion to over $100 billion within a yea...
Nvidia shares are rising again, driven by strong AI demand and anticipation for the new Vera Rubin GPU technology, which is significantly more efficient. Hyperscalers and major tech firms are increasing their capital expenditures to secure Nvidia's a...
