https://www.pudn.club/tags/13f/ Recent content in 13F on Programmers' United Development Network Hugo -- gohugo.io en © 2026 Fri, 20 Feb 2026 18:28:13 +0800 https://www.pudn.club/news/nvidias-13f-pivot-from-ai-applications-to-infrastructure-control/ Fri, 20 Feb 2026 18:28:13 +0800 https://www.pudn.club/news/nvidias-13f-pivot-from-ai-applications-to-infrastructure-control/ <blockquote> <p>NVIDIA’s 13F Pivot: From AI Applications to Infrastructure Control</p></blockquote> <p>In February 2026, NVIDIA’s latest 13F filing signaled more than a routine portfolio adjustment—it revealed a deliberate structural pivot. Capital is shifting away from high-growth AI application plays and toward the foundational layers of computing: semiconductor manufacturing, electronic design automation (EDA), and global networking infrastructure.</p>