Nvidia’s $4.3 Billion AI Stock Portfolio Highlights CoreWeave as Top Pick
Nvidia's investment strategy reveals a $4.3 billion stake across six artificial intelligence stocks, with CoreWeave emerging as the crown jewel. The chipmaker's portfolio includes positions in Applied Digital and Arm, but its nearly 24.3 million shares in CoreWeave—valued at $3.96 billion—dominate the allocation.
While retail investors often track billionaire stock picks, institutional portfolios like Nvidia's offer equally compelling insights. Applied Digital's pivot from blockchain to high-performance computing data centers and Arm's semiconductor dominance illustrate the breadth of Nvidia's AI bet. Yet CoreWeave's pure-play AI focus commands the lion's share of capital.