Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock

1 hour ago 3

Rich Duprey

Sun, May 17, 2026 astatine 10:19 AM CDT 5 min read

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Nvidia (NVDA) accrued its CoreWeave (CRWV) involvement to 47.2 cardinal shares valued astatine $3.66B, owning astir 11% of the company, portion CoreWeave signed large deals totaling $21B with Meta, $6B level committedness from Jane Street, and multibillion-dollar agreements with Anthropic and Perplexity AI for AI infrastructure and inference workloads.
Nvidia is strategically investing crossed the AI proviso chain—including positions successful Synopsys, Nokia, Coherent, and Nebius—to guarantee CoreWeave and different infrastructure providers person the superior and inducement to physique information centers and deploy Nvidia hardware astatine monolithic scale.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and CoreWeave, Inc. Class A Common Stock wasn't 1 of them. Get them present FREE.

Artificial quality is nary longer conscionable astir who builds the fastest chips. Increasingly, it’s astir who controls the infrastructure powering the AI roar -- the unreality providers, networking gear, bundle tools, and information centers that support those chips humming astir the clock. That’s wherever Nvidia (NASDAQ:NVDA) has been playing a quieter crippled investors whitethorn beryllium overlooking.

Most investors cognize Nvidia done its GPUs. Fewer recognize the institution has besides built a strategical concern portfolio tied straight to the AI ecosystem. And its latest 13F filing with the SEC shows Nvidia conscionable made 1 connection crystal clear: it sees CoreWeave (NASDAQ:CRWV) arsenic a large portion of AI’s future.

Nvidia Is Investing Beyond GPUs

Nvidia’s AI dominance is already good established. The institution generated $215.9 cardinal successful gross during fiscal 2026, with information halfway income accounting for much than 88% of full revenue. But Jensen Huang understands thing galore investors miss -- selling chips is lone portion of the opportunity.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and CoreWeave, Inc. Class A Common Stock wasn't 1 of them. Get them present FREE.

That’s wherefore Nvidia’s concern limb has softly built positions successful companies helping grow AI infrastructure. Its latest SEC 13F filing shows stakes in:

Nebius Group (NASDAQ:NBIS)
Intel (NASDAQ:INTC)
Synopsys (NASDAQ:SNPS)
Nokia (NYSE:NOK)
Coherent (NASDAQ:COHR)

Surprisingly, these investments aren’t random moonshots. They signifier a beauteous logical AI proviso chain.

Synopsys supplies semiconductor plan software. Nokia helps physique networking infrastructure needed for AI information traffic. Coherent develops optical networking exertion captious for AI clusters. Nebius and CoreWeave supply AI-focused unreality infrastructure -- often called “neoclouds” due to the fact that they’re purpose-built for AI workloads alternatively than accepted endeavor computing.

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