Nvidia Invests in AI Stocks, Including CoreWeave and Arm Holdings

Nvidia, the world's most valuable publicly traded company, has investments in various AI companies, including CoreWeave, Arm, Applied Digital, and Nebius. The chipmaker's holdings in these companies have grown in value, with CoreWeave's stake valued at over $3.9 billion at the end of June, although it has since declined to around $2.2 billion. Nvidia's investments in AI companies demonstrate its commitment to the industry and its potential for growth.

Nvidia, the world's most valuable publicly traded company, has been actively investing in various artificial intelligence (AI) companies, including CoreWeave, Arm, Applied Digital, and Nebius. These investments reflect Nvidia's commitment to the AI industry and its potential for significant growth. As of the end of June, Nvidia's stake in CoreWeave was valued at over $3.9 billion, although it has since declined to around $2.2 billion [1].

CoreWeave, an AI-focused cloud infrastructure provider, has seen its stock experience significant volatility following its Q2 2025 earnings release. The company's stock, which had climbed to $187 before entering a correction, has since plummeted approximately 50% from its highs, currently trading at $91.52 [2]. Despite this decline, H.C. Wainwright analyst Kevin Dede has upgraded CoreWeave to a Buy rating with a $180 price target, highlighting strong fundamentals and long-term potential in cloud and AI infrastructure [3].

Nvidia's investments in AI companies are part of its broader strategy to capitalize on the growing AI market. The chipmaker's CEO Jensen Huang has emphasized that AI and robotics represent the company’s largest growth opportunities, with a multitrillion-dollar growth potential [1]. The recent announcement of Nvidia's latest robotics chip module, the Jetson AGX Thor, further underscores its commitment to expanding its footprint in this sector.

While Nvidia's stock has been performing well, with a 34% increase so far in 2025, investors are closely watching for updates on China and the company's earnings. Nvidia warned in May that new export curbs could cost up to $8 billion in quarterly revenue, but it struck a deal with the U.S. government to resume sales in China, which could positively impact its guidance [1]. Analysts are broadly bullish on Nvidia, with Evercore ISI and Baird raising their price targets ahead of earnings [1].

Overall, Nvidia's strategic investments in AI companies and its focus on emerging technologies like robotics position the company well for future growth. As the AI market continues to expand, Nvidia's commitment to innovation and strategic partnerships will likely pay off, benefiting both the company and its investors.

References:
[1] https://www.thestreet.com/investing/influential-analyst-drops-fresh-take-on-nvidia-ahead-of-key-report
[2] https://finance.yahoo.com/news/down-50-highs-analyst-thinks-130612970.html
[3] https://www.ainvest.com/news/coreweave-product-service-demand-outstrips-supply-boosting-stock-investor-confidence-2508/