As of September 2026, Nvidia accounts for roughly 8 percent of the entire market capitalization of the S&P 500, according to a market commentary cited by Benzinga – a scale that observers describe as historic. At the same time, the chipmaker is expanding its AI inference business with new partners and securing additional access to data center infrastructure through a $1.5 billion stake in SB Energy, even as some major investors trim their positions.
- Nvidia represents roughly 8% of S&P 500 market capitalization as of September 2026, according to a Benzinga commentary.
- Nvidia is partnering with Equinix and Together AI to offer companies AI inference services.
- SB Energy is pursuing a U.S. IPO after Nvidia committed to a $1.5 billion investment.
- Dan Loeb has fully sold his Nvidia position, according to Yahoo Finance, while Bridgewater cut its stake by 18%.
- A Moomoo community post argues that Nvidia's own 70 percent growth forecast may be overly conservative.
How large is Nvidia's weight in the S&P 500?
According to a market commentary published on Benzinga, Nvidia reaches roughly 8 percent of the total market capitalization of the S&P 500 index as of September 2026. Commentators describe this as a historic milestone for a single stock within the leading U.S. index.
What does the partnership with Equinix and Together AI bring?
According to Moomoo and The Tech Buzz, Nvidia is closing the 'inference loop' with these new collaborations: Equinix and Together AI will offer companies access to model inference services on Nvidia infrastructure, allowing enterprise customers to use AI models directly through the partners without building their own data centers.
Are major investors pulling back from Nvidia?
Some prominent investors are reducing their positions: billionaire Dan Loeb has fully sold his Nvidia and Broadcom holdings, according to Yahoo Finance, while Bridgewater cut its Nvidia position by 18 percent and more than doubled its stake in power utility Vistra instead, also according to Yahoo Finance.
How do analysts assess Nvidia's growth?
A community post published on Moomoo argues that Nvidia's own 70 percent growth forecast may be too conservative, and that the company is likely to exceed this target.
Despite selective sales by large funds, the stock is holding up well: according to GuruFocus, NVDA recently gained ground as U.S. markets rallied overall, with Dell also rising after an upgraded revenue forecast. Another Moomoo report attributes the share price gain to growing investor confidence in an expanding base of AI customers.
The combination of record market capitalization, new inference partnerships, and billion-dollar infrastructure bets underscores how central Nvidia remains to the current AI ecosystem – even as some investors begin taking profits or rotating into adjacent sectors like energy.
