NVIDIA | Activity | F4

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F4/NVIDIA/Activity

NVIDIA Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

6 investments· MAY 2026 – JUN 2026Show all

Investment

Participated in Generalist AI's $400M financing to scale physical AI and robotics models.

Generalist AI

Generalist AI NVIDIA

generalistai.com

JUN 4, 2026

JUN 4, 2026

Investment

Participated in Orbital Industries' $50M Series B for AI-designed data-center hardware and cooling.

Orbital Industries

Orbital Industries NVIDIA

thenextweb.comMAY 28, 2026

MAY 28, 2026

Investment

Participated in OpenRouter's $113M CapitalG-led Series B for AI model routing infrastructure.

OpenRouter

OpenRouter NVIDIA

openrouter.aiMAY 28, 2026

MAY 28, 2026

Investment

Participated in Tensormesh's $20M seed extension for AI inference optimization infrastructure.

Tensormesh

Tensormesh NVIDIA

businesswire.comMAY 27, 2026

MAY 27, 2026

Investment

Invested in Alice & Bob's Series B extension to support fault-tolerant quantum computing.

Alice & Bob

Alice & Bob NVIDIA

alice-bob.comMAY 22, 2026

MAY 22, 2026

Investment

Participated in XBOW's $35M Series C extension for autonomous offensive security.

Xbow

xbow.comMAY 6, 2026

MAY 6, 2026

Essay

CEO Jensen Huang published essay arguing AI is essential infrastructure with trillions more in investment needed; only just begun the buildout phase.

AI's Biggest Buildout is Still Ahead

axios.comMAR 10, 2026

MAR 10, 2026

Exit

Exited Arm Holdings position during Q4 2025 portfolio rebalancing.

Arm Holdings

Arm HoldingsNVIDIA

finance.yahoo.comFEB 2026

FEB 2026

Exit

Sold stake in Applied Digital in Q4 2025 portfolio reshuffling, exiting one of its best-performing 2025 holdings.

Applied Digital

Applied DigitalNVIDIA

thestreet.comFEB 2026

FEB 2026

Investment

Took $2 billion strategic equity stake in Synopsys with multi-year partnership to shift chip design workflows to GPU acceleration via CUDA platform.

Magma Design

Magma Design NVIDIA

cnbc.comDEC 2025

DEC 2025