Nvidia disclosed a large stake in SpaceX on Friday, putting a public number on one of the chipmaker’s biggest holdings. Bloomberg reported that Nvidia disclosed a nearly $21 billion stake in Elon Musk’s SpaceX and a $30 billion stake in Intel. CNBC separately reported that the SpaceX position was worth about $21 billion at the end of the second quarter. According to CNBC, Nvidia said in a Securities and Exchange Commission filing that it owns 122.8 million Class A shares in SpaceX, which held its public market debut in June. CNBC reported that SpaceX closed Friday at $140 a share, down from $170.86 at the end of June, bringing Nvidia’s SpaceX stake down to about $17.2 billion at Friday’s price. The Intel position remains larger, CNBC reported. Nvidia’s Intel stake was worth $30 billion at the end of the quarter and about $22 billion currently, according to CNBC, which said the holding stems from a $5 billion investment made less than a year ago. CNBC also reported that Nvidia ranks as SpaceX’s sixth-biggest investor, citing FactSet data. Elon Musk remains the largest owner by a wide margin, with a stake worth about $850 billion, while Alphabet is second at roughly $78 billion, according to the report. The route by which Nvidia ended up with SpaceX shares is notable but less fully documented in the provided reporting. CNBC, citing a person familiar with the matter, reported that Nvidia’s SpaceX shares came from a $10 billion investment in Musk’s xAI as part of a $20 billion January round. CNBC also reported that SpaceX acquired xAI in February in a deal valued at $1.25 trillion. The person was not named because the exact size of the deal was not public, CNBC said. The relationship is not only financial. CNBC reported that Musk told investors on SpaceX’s second-quarter earnings call that the company will exclusively use Nvidia chips in its AI data centers. CNBC also reported that Musk said SpaceX expects a “significant allocation” of Nvidia’s Vera Rubin graphics processing units next year. For Nvidia investors, the filing disclosed the quarter-end size of two large equity positions: a SpaceX stake whose value CNBC says moved lower after the end of June, and an Intel stake that CNBC says remains above Nvidia’s original $5 billion investment. The filing confirms the quarter-end values, while CNBC’s reporting gives later market values for both holdings. Who benefits: The provided reporting does not identify a direct beneficiary from the disclosure itself. CNBC reported that SpaceX plans to exclusively use Nvidia chips in its AI data centers. Who's exposed: CNBC reported that Nvidia’s SpaceX position declined from about $21 billion at quarter-end to about $17.2 billion at Friday’s close. CNBC also reported that Nvidia’s Intel stake was worth about $22 billion currently, down from $30 billion when the quarter ended.