Nvidia CEO Jensen Huang Was Dubbed 'Godfather of AI.' The Company Is Betting On These AI Stocks

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CoreWeave, a cloud computing provider, and Arm, an AI chip designer, among others.Nvidia (NVDA), the chipmaking giant at the center of the artificial intelligence revolution, has delivered huge returns for investors since its meteoric rise in 2023 and 2024. But the world's most valuable company, led by the so-called "Godfather of AI," CEO Jensen Huang, has investments of its own.The company is required to disclose its portoflio information every quarter using the SEC Form 13-F. This filing offers only a snapshot of Nvidia's portfolio at the end of the quarter. It does not provide any details about gains or losses made from any sales made during the quarter.Here's what Nvidia's AI best looked like at the end of June—By far Nvidia's most valuable holding is CoreWeave Inc. (CRWV), an AI cloud computing provider that went public in March. At the end of June, Nvidia held 24.3 million shares, that amounts to roughly 7% stake in the company, worth a little over $3.9 billion.As of Aug. 26, that stake is valued is close to $2.2 billion, after Coreweave saw almost a third of its share value disappear following disappointing quarterly earnings results. However, shares of CoreWeave have more than doubled from their IPO price of $40 in March to more than $90 in late August.Arm Holdings plc (ARM) is a U.K.-based developer of CPU chip designs whose clients include Nvidia, Microsoft Corp. (MSFT), and Alphabet Inc.'s (GOOGL) Google. Nvidia reported a stake of 1.1 million Arm shares worth $178 million in June (about $154 million as of Aug. 26).Applied Digital Corp. (APLD) provides data center space to companies seeking AI compute infrastructure. Its shares have more than doubled this year, including a huge gain after the company agreed to lease data center operations to fellow Nvidia partner CoreWeave. Nvidia held 7.7 million shares of Applied Digital.That position, which was worth about $77 million at the end of June, has grown to over $125 million as of Aug. 26.Nebius Group NV (NBIS) is an Amsterdam-based provider of AI infrastructure. Nvidia first disclosed its 1.2 million-share stake in the company in February, and its stock has jumped more than two-thirds since. That means Nvidia's investment has only grown, from nearly $65 million in June to about $85 million at the end of August.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,488.75 -7.25 (-0.11%)Dow Futures45,716.00 +74.00 (+0.16%)Nasdaq Futures23,565.00 -63.75 (-0.27%)Russell 2000 Futures2,387.40 +7.70 (+0.32%)VIX14.85 +0.23 (+1.57%)Gold3,445.60 -3.00 (-0.09%)PortfolioSign in to access your portfolioSign inTop gainersMDB MongoDB, Inc. 295.70 +81.36 (+37.96%)SATS EchoStar Corporation 58.76 +7.89 (+15.51%)NCNO nCino, Inc. 32.69 +4.00 (+13.94%)LUMN Lumen Technologies, Inc. 5.27 +0.58 (+12.37%)PCT PureCycle Technologies, Inc. 14.86 +1.26 (+9.26%)Top losersTIGR UP Fintech Holding Limited 11.57 -1.25 (-9.75%)NEGG Newegg Commerce, Inc. 60.89 -6.14 (-9.16%)LI Li Auto Inc. 22.60 -2.05 (-8.32%)KNF Knife River Corporation 82.76 -7.39 (-8.20%)SMMT Summit Therapeutics Inc. 24.81 -2.17 (-8.06%)Most activeWBA Walgreens Boots Alliance, Inc. 11.98 +0.06 (+0.50%)OPEN Opendoor Technologies Inc. 4.0200 -0.6800 (-14.47%)NVDA NVIDIA Corporation 181.60 -0.17 (-0.09%)PSNYW Polestar Automotive Holding UK PLC 0.4700 +0.3100 (+193.75%)NIO NIO Inc. 6.34 -0.36 (-5.37%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersNVDA NVIDIA Corporation 181.60 -0.17 (-0.09%)CRWD CrowdStrike Holdings, Inc. 422.61 +5.01 (+1.20%)LUMN Lumen Technologies, Inc. 5.27 +0.58 (+12.37%)SNOW Snowflake Inc. 200.39 +6.04 (+3.11%)CRWV CoreWeave, Inc. 96.93 +5.54 (+6.06%)Top economic events