u/BigDaddyTrumpy

▲ 76 r/TechHardware+4 crossposts

📄 [BREAKDOWN] Nvidia's Top Portfolio Holdings (Q1 2026)

Intel made up over half of Nvidia’s public equity portfolio in Q1 2026, with the chip giant also holding sizable stakes in CoreWeave, Synopsys, Coherent Corp, and Nokia.

The full portfolio reached $18.37B in value, highlighting Nvidia’s exposure across semiconductors, AI infrastructure, and telecom.

Which holding surprises you most?

📌 For those of you who want to see a detailed breakdown of this information, find the full data here.

u/BigDaddyTrumpy — 2 days ago

Nvidia CEO Jensen Huang and Intel CEO Lip Bu Tan at Jensen's Honorary Doctorate Ceremony

"Intel and Nvidia are collaborating to develop exciting new products!"

x.com
u/BigDaddyTrumpy — 11 days ago
▲ 33 r/GamersNexus+1 crossposts

Datapoint: Rog X870E killed 9800X3D, I think I saw similar damage before

In the beginning, the desktop won't launch and mobo shows Q Code 00.

I replaced the current ram with new rams, then tested my SSD and GPU on the old platform they are all working.

Finally I took my CPU out, and saw the dark area in the middle, same as the mobo cpu slot. The damage on CPU and CPU Slot looks familiar, I think I saw them on Reddit before, but that's for older b650 mobos data points.

I think I'd have to use my old platform for now, and hope it won't take long for RMA.

I bought the Mobo in December 2025, and CPU at the same time, so the only good news is they are still under warranty.

The whole build is: Mobo: Rog X870E APEX (DEAD)

CPU: 9800X3D (DEAD)

GPU: Red Devil 6800XT

RAM: Trident Z5 Neo 64 GB (2X32GB) 6000MHZ CL30

Also tested Ram Corsair Vengeance 32GB Ram 6400mhz cl36 RGB

SSD: T Force Creator PCIE 4.0 1TB; Kingston PCIE 4.0 1TB; 970EVO 2TB; 860EVO 1TB

Cooler: Thermalright PS120SE

PSU: Super Flower Leadex III Gold 850 Watt

I didn't change the VSOC voltage, so I think it's running on the default voltage for December 2025 bios, the only thing I changed in BIOS is change the ram from 4800Mhz to 6000 Mhz CL30.

u/BigDaddyTrumpy — 11 days ago

Until AMD gets their power consumption under control and supports cards with features for longer than a single gen, they ain't it.

At times over 100w additional power consumption on AMD card for less performance overall. I care about the environment, and wasting power like that ain't good for the planet or our future.

u/BigDaddyTrumpy — 15 days ago