Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and CoreWeave, Inc.
- Artificial intelligence is no longer just about who builds the fastest chips.
- Fewer realize the company has also built a strategic investment portfolio tied directly to the AI ecosystem.
Nvidia’s Hidden Portfolio Just Doubled Down on Core Weave Stock Rich Duprey Sun, May 17, 2026 at 10:19 PM GMT+7 5 min read NVDA CRWV SNPS NOK COHR Quick Read Nvidia (NVDA) increased its Core Weave (CRWV) stake to 47.2 million shares valued at $3.66B, owning approximately 11% of the company, while Core Weave signed major deals totaling $21B with Meta, $6B platform commitment from Jane Street, and multibillion-dollar agreements with Anthropic and Perplexity AI for AI infrastructure and inference workloads.
Nvidia is strategically investing across the AI supply chain—including positions in Synopsys, Nokia, Coherent, and Nebius—to ensure CoreWeave and other infrastructure providers have the capital and incentive to build data centers and deploy Nvidia hardware at massive scale.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and CoreWeave, Inc. Class A Common Stock wasn t one of them. Get them here FREE.