Billionaire Ken Griffin Shifts Focus from Tesla to Nvidia Amid Strategic Chip Partnership

Citadel Advisors, the hedge fund led by billionaire Ken Griffin, has made a decisive pivot in its investment strategy. For the fourth consecutive quarter, the firm reduced its Tesla position by 30% while aggressively increasing its Nvidia stake by 900%. This reallocation comes as Nvidia cements its dominance in AI hardware through a landmark $5 billion partnership with Intel.

The chipmakers' collaboration targets next-generation x86 CPUs and integrated GPU-CPU designs, sending Nvidia's market capitalization soaring $150 billion in a single trading day. Analysts estimate the deal expands Nvidia's addressable market by $50 billion, particularly in the anticipated 220 million AI PC shipments projected by 2028. William Blair maintains its Buy rating, citing Nvidia's widening competitive moat in parallel processing architectures.