Nvidia Q2 Holdings Breakdown: Over 90% Bet on CoreWeave

$NVIDIA(NVDA)$  , a leader in AI chips, revealed its Q2 2025 investment portfolio, showing a huge focus on one company. The 13F filing shows Nvidia put 91.36% of its public holdings into $CoreWeave, Inc.(CRWV)$  , a specialized AI cloud provider. This shows Nvidia isn't just building AI chips—it's also investing in the companies that use them.

Why CoreWeave is Important

CoreWeave is becoming a major player in AI cloud computing. The company offers Nvidia’s most advanced GPUs, like the GB200 NVL72 systems, to clients such as $Coherent (COHR.US)$, $IBM Corp (IBM.US)$, and Mistral AI. According to CoreWeave, it is “scaling rapidly to meet unprecedented AI demand” and is the first to offer the full Blackwell GPU portfolio at scale.

This investment is paying off. CoreWeave reported Q2 revenue of $584 million, up 207% from last year, driven by strong demand for its AI Cloud Platform. Analysts say Nvidia's backing makes the company even more attractive to investors. Zacks predicts that CoreWeave's revenue could jump 127% next year, potentially reaching $11 billion, thanks to the growing demand for AI computing.

Nvidia's Other Investments

Besides CoreWeave, Nvidia has smaller stakes in other tech and AI-related companies:

$Arm Holdings (ARM.US)$ – Nvidia holds 4.11% in this British chip designer, whose energy-efficient architecture is widely used in smartphones and is rapidly expanding into data centers. Analysts on TipRanks rate it a "Strong Buy."

$Applied Digital (APLD.US)$ – A 1.79% stake in this company, which builds and operates data center infrastructure for high-performance computing, a key component of AI development.

$NEBIUS (NBIS.US)$ – Nvidia owns 1.52% of this Amsterdam-based firm, spun out of Yandex, providing specialized cloud infrastructure for AI applications.

$Recursion Pharmaceuticals (RXRX.US)$ – 0.90% of Nvidia's portfolio is in this company, which applies machine learning to drug discovery, highlighting Nvidia's interest in AI-driven healthcare.

$WeRide (WRD.US)$ – A 0.32% stake in this global autonomous driving company, reflecting Nvidia's ongoing focus on the automotive sector, an important market for its chips and software platforms.

In summary, Nvidia is going all-in on AI infrastructure. Its massive investment in CoreWeave, along with smaller stakes in other AI and tech companies, shows it's aiming to control the tools and systems that power the AI revolution.

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