NVIDIA's corporate venture capital arm, NVentures, has reportedly acquired a $196 million stake in fintech company Revolut, according to UK Companies House filings cited by Tech Funding News. The transaction involved 141,834 shares, marking a significant move into financial technology by NVIDIA despite a 1.78% decline in NVDA stock price during intraday trading.

Details on Revolut Investment and Market Context

The investment reflects Revolut's growing appeal among technology and finance investors. Valued at $75 billion as of November 2025, Revolut's backers include Coatue, Greenoaks, Dragoneer, Fidelity, and NVentures. Bloomberg reported in June that Revolut is considering a secondary share sale that could push its valuation up to $115 billion, enabling existing shareholders to sell shares without raising new capital.

Revolut has expanded from a consumer finance app to a full financial platform offering banking, trading, payments, and digital asset services. The company recently secured in-principle approval from Dubai’s Virtual Assets Regulatory Authority for a VASP license, which would allow it to provide regulated crypto broker-dealer, investment, and exchange services in the UAE through its retail app and Revolut X.

Despite postponing its IPO to 2028, Revolut has obtained a full UK banking license and is pursuing a US bank charter to broaden its regulated banking offerings including lending and deposits in major markets. This strategic positioning supports Revolut’s push to serve both retail users and active traders by integrating banking, trading, and digital assets under one platform.

Meanwhile, NVIDIA’s stock was trading at $203.72, down 1.78%, even as analysts remain optimistic about the company’s long-term growth. Baird projects NVIDIA shares could rise to $500, suggesting about 140% upside based on the company’s strong AI demand, expanding data center sales, and upcoming chip products.

NVIDIA’s AI data center revenue increased 92% year-over-year to $7.5 billion in the first quarter of fiscal 2027. Growth drivers cited by analysts include Rubin GPUs, Vera CPUs, and hyperscaler spending. This backdrop contrasts with the current stock pullback despite the venture investment news.

This material is informational and not financial advice.