Jensen Goes Cyber Monday Deal Hunting… Comes Home With $2B in Synopsys Stock

Jensen “Moneyfingers” Huang wasted no time hitting “Add to Cart” on Cyber Monday.

Likely because they had too much cash on hand… Nvidia decided to throw another investment line into the great big AI ocean (just don’t ask whether this company is turning around and wiring that money straight back to Nvidia for a pallet of H100s).

This morning Jensen and friends announced they bought $2B worth of Synopsys at $414.79 per share, which is such an oddly specific number that the accountants must’ve been like “just round it up to an even number” on the checkout page.

(Source: CNBC)

And, of course, traders reacted like Jensen had parted the Red Sea. Synopsys shares immediately popped around 7% because Nvidia’s blessing carries the same weight as a papal decree. Nvidia, meanwhile, dipped a percent or so… not because anyone doubts Jensen’s judgment, but because analysts around Wall Street are starting to wonder if he’s slowly building an AI empire where every company’s cap table looks like a family reunion.

And the theory isn’t completely crazy. I mean, they’ve already thrown billions at OpenAI. They recently tossed $5B at Intel like it was a tip. And now they’re buying up Synopsys stock like it’s a Cyber Monday lightning deal on Amazon. At this point the only thing Nvidia doesn’t own equity in is the overhead compartment on a Spirit Airlines flight.

But the move makes perfect sense if you zoom out. Synopsys is the architect behind the architects. They make the software that engineers use to design silicon, automate physics models, and build the hardware that powers the AI models that power the world. Jensen knows that whoever controls the tools controls the kingdom.

Even Synopsys CEO Sassine Ghazi admitted things have gotten so complex that we now need AI designing the AI that designs the AI that eventually ends up in the chips powering… you guessed it… more AI. We’ve officially entered nesting-doll territory.

And of course, the partnership isn’t exclusive. Synopsys is free to work with whoever they want. Nvidia doesn’t care. When you’re the global GPU supplier, everyone always comes back hungry. Also, I’d genuinely love to know the over/under on how fast Michael Burry fires off another premium-tier doom essay calling this Synopsys move “the final red flag” to the AI bust.

At the time of publishing this article, Stocks.News holds positions in Amazon as mentioned in the article.