Ethereum News Update: Major investors redirect funds toward AI infrastructure as they reduce holdings in Nvidia
- Bridgewater cut 65.3% of its Nvidia stake in Q3 2025, reflecting institutional caution amid macroeconomic risks and AI-driven capital reallocations. - SoftBank fully exited its $5.8B Nvidia position to fund new AI ventures, while Bridgewater boosted holdings in AI chip manufacturing firms AMAT and LRCX . - Ethereum institutions increased 34% ETH holdings despite price declines, signaling blockchain's growing role in AI infrastructure alongside traditional tech stocks. - Analysts remain bullish on Nvidia'
Bridgewater Associates, recognized as the largest hedge fund globally,
Despite these major institutional sell-offs, Nvidia's stock has shown strength, ending at $199.05 on November 10, 2025,
The asset sales by Bridgewater and SoftBank
Nvidia continues to dominate the AI industry,
The relationship between traditional tech equities and AI-oriented cryptocurrencies has also drawn notice. BitMine Immersion Technologies, the largest
As the AI transformation gains momentum, investors are carefully considering the future prospects of AI-centric stocks against the backdrop of potential overvaluation. While Bridgewater's decision to scale back its Nvidia position signals prudence, the overall sentiment toward AI's disruptive potential remains positive.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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