NVDA · 8-K · 20260826PR000073
Non-marketable and Public Equity Investments
NVIDIA CORP · 2026-08-26 · Importance 83 · Surprise 82 · In source text
Non-marketable securities totaled $51.157 billion at July 26, 2026, compared with $22.251 billion at January 25, 2026. Marketable equity securities totaled $42.783 billion at quarter-end, up from $12.886 billion at fiscal year-end. NVIDIA purchased $15.822 billion of equity securities in the second quarter and $42.404 billion during the first six months. Net gains from equity securities were $7.771 billion in the quarter and $23.707 billion for the six-month period.
Key facts
- NVIDIA made a payment of $2,944 million to Groq, Inc. in the three months ended July 26, 2026. source
- NVIDIA reported marketable equity securities of $42,783 million as of July 26, 2026. source
- NVIDIA reported non-marketable securities of $51,157 million as of July 26, 2026. source
- Purchases of equity securities in the three months ended July 26, 2026 were $15,822 million. source
- Beginning in the first quarter of fiscal 2027, NVIDIA’s non-GAAP financial measures no longer exclude stock-based compensation expense and historical non-GAAP information was updated to include stock-based compensation. source
- Proceeds from sales of equity securities in the three months ended July 26, 2026 were $7,215 million. source
- Gains from equity securities, net in the three months ended July 26, 2026 were $(7,771) million (a net gain recognized reducing other income), and the six-month amount was $(23,707) million. source
- GAAP other income, net for the three months ended July 26, 2026 was $7,773 million and gains from equity securities, net were $(7,771) million in the same period. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | realized | -1.4% | NVIDIA made a payment of $2,944 million to Groq, Inc. in the three months ended July 26, 2026. |
| assets | unclear | realized | — | NVIDIA reported marketable equity securities of $42,783 million as of July 26, 2026. |
| assets | unclear | realized | — | NVIDIA reported non-marketable securities of $51,157 million as of July 26, 2026. |