Nvidia’s $4.3B AI Bet Highlights CoreWeave as the Standout Stock
When investors think about following big money, they usually look at portfolios owned by famous billionaires like Warren Buffett or Bill Ackman. But another smart strategy is to watch where giant companies themselves are putting their money. And right now, Nvidia, the chipmaking titan that sits at the heart of the artificial intelligence revolution, has quietly built a portfolio worth $4.3 billion across six AI-focused stocks.
Out of those six, one name is drawing the most attention: CoreWeave .
At the end of the second quarter of 2025, Nvidia’s investment in CoreWeave was worth nearly $4 billion. That makes it not just the largest holding in Nvidia’s AI stock basket but also the clearest signal of where Nvidia sees the future headed. CoreWeave’s cloud platform was designed specifically for generative AI workloads. In other words, its entire infrastructure is built to power the kinds of AI applications that are exploding right now, from advanced chatbots to image generators and more.
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To put things in perspective, Nvidia also owns positions in companies like Arm Holdings , Applied Digital , Nebius Group , Recursion Pharmaceuticals , and WeRide . Each of them plays a role in AI in some fashion—whether it’s chip design, cloud computing, drug discovery, or autonomous driving. But when you compare them side by side, CoreWeave stands out in both valuation and growth potential.
Revenue numbers tell part of the story. Arm, the chip design powerhouse, leads the group with more than $4 billion in sales over the past year. CoreWeave is not far behind, pulling in $3.5 billion during the same period. That’s impressive for a company much younger than its peers. The others fall well behind, with WeRide being next in line at just over $400 million.
Profitability, however, is another matter. Arm is already profitable, earning nearly $700 million in the last year. Most of the others, including CoreWeave, are still losing money. But analysts tend to look past that when a company is deliberately plowing resources into scaling up for massive future demand. That’s exactly what CoreWeave is doing—investing heavily in infrastructure to stay ahead in the AI cloud race.
Valuation metrics also give CoreWeave an edge. On a price-to-sales basis, CoreWeave is considered more attractive than nearly all the others in Nvidia’s AI six-pack. And the growth outlook looks even brighter. Wall Street expects CoreWeave’s earnings could climb more than 70% in 2026, far outpacing its peers.
So, when people ask, “What’s the best AI stock in Nvidia’s portfolio right now?” the answer seems pretty clear: CoreWeave. Yes, it’s still in growth mode and not yet profitable, but Nvidia’s massive bet and the company’s sky-high expansion prospects make it the star of the group. For investors watching the AI boom, this is the one that could define Nvidia’s strategy outside of its own chips—and potentially deliver big rewards in the years to come.
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