Nvidia Has 95% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks

Nvidia (NASDAQ: NVDA) is the industry standard in artificial intelligence (AI) infrastructure. The chipmaker not only leads the market for AI accelerators with its graphics processing units (GPUs), but also leads the market for generative AI networking equipment.Forrester Research analysts write, "Nvidia sets the pace for AI infrastructure worldwide. Without Nvidia's GPUs, modern AI wouldn't be possible." So, the chipmaker presumably has a good read on how the industry will evolve and it has chosen to back CoreWeave (NASDAQ: CRWV) and Arm Holdings (NASDAQ: ARM).Specifically, Nvidia reported owning $4.3 billion in stocks on its most recent Form 13F. Of that total, 91% was invested in data center operator CoreWeave, and 4% was invested in semiconductor company Arm. Nvidia also works with both companies in some capacity, which further underscores its conviction.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool