ARK Invest bought 329,539 Nvidia shares valued at about $78.8 million and sold 172,541 Advanced Micro Devices shares on Tuesday, extending Cathie Wood’s rotation among AI-chip holdings. Nvidia has gained about 22% in 2026, while AMD has risen 184%, producing markedly different returns for the two companies. The latest disclosure follows earlier ARK transactions that also reduced AMD exposure while adding Nvidia and Broadcom. Nvidia’s Vera Rubin platform is entering customer deployments, while AWS plans to deploy more than 2 million Blackwell Ultra, Rubin and Rubin Ultra GPUs during 2027 and 2028. Nvidia has also expanded its share-buyback authorization and is pursuing a deal for Hugging Face. AMD is building its AI business through its Helios platform and an agreement with Anthropic for up to 2 gigawatts of MI450-series GPUs, and it is set to acquire World Labs.