By Adam Spatacco, The Motley Fool
Publication Date: 2025-12-07 22:43:00
Nvidia holds equity stakes in a number of public companies.
When companies generate excess profit, it’s typical for them to allocate capital to initiatives in sales and marketing, product development, or additional hiring. From time to time, however, businesses will make investments in other companies — acquiring an equity stake in the process.
According to Nvidia‘s (NVDA 0.56%) most recent 13F filing, the chip powerhouse holds shares in the following public companies: Applied Digital, Arm Holdings, Nebius Group, Recursion Pharmaceuticals, WeRide, and CoreWeave (CRWV +2.97%).
Since going public earlier this year, CoreWeave’s share price has soared by 110%. While this handily outperforms the S&P 500Â and Nasdaq Composite, CoreWeave stock is trading more than 50% below its prior highs.
Let’s unpack CoreWeave’s business model and explore why the company is going to be an important player in the artificial intelligence (AI) infrastructure era. From there, I’ll analyze CoreWeave’s valuation and make the case for why the stock looks like a great buy heading into 2026.
Today’s Change
(2.97%) $2.55
Current Price
$88.30
What does CoreWeave do, and why is it important?
CoreWeave can be thought of as a neocloud. Neoclouds are businesses that build data centers and outfit them with clusters of GPUs. Once constructed, CoreWeave rents access to this…
