By Rich Duprey
Publication Date: 2026-05-17 15:19:00
Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been playing a quieter game investors may be overlooking.
Most investors know Nvidia through its GPUs. Fewer realize the company has also built a strategic investment portfolio tied directly to the AI ecosystem. And its latest 13F filing with the SEC shows Nvidia just made one message crystal clear: it sees CoreWeave (NASDAQ:CRWV) as a major piece of AI’s future.
Nvidia Is Investing Beyond GPUs
Nvidia’s AI dominance is already well established. The company generated $215.9 billion in revenue during fiscal 2026, with data center sales accounting for more than 88% of total revenue. But Jensen Huang understands something many investors miss — selling chips is only part of the opportunity.
That’s why Nvidia’s investment arm has quietly built positions in companies helping expand AI infrastructure. Its latest SEC 13F filing shows stakes in:
Surprisingly, these investments aren’t random moonshots. They form a pretty logical AI supply chain.
Synopsys supplies semiconductor design software. Nokia helps build networking infrastructure needed for AI data traffic. Coherent develops optical networking technology critical for AI…
