By Keithen Drury
Publication Date: 2026-05-17 10:04:00
Nvidia (NVDA 4.39%) isn’t just a top artificial intelligence (AI) stock to own; it’s also an investor in other AI companies itself. It doesn’t have a very large investment portfolio, so when it decides to take a position in a company, investors had better pay attention. There’s only one reason a company like Nvidia would invest in another: Nvidia believes the investment will result in a greater return on capital than if it had invested it in itself. That’s a major vote of confidence, so using Nvidia’s holdings as a source for investment ideas is a smart strategy.
Two companies Nvidia is a major shareholder of are CoreWeave (CRWV 6.05%) and Nebius (NBIS 0.30%). These companies operate in a similar industry, and both look like they could be great investments if they can find their way to profitability.
Image source: Getty Images.
Neocloud is a major growth sector in AI
Both CoreWeave and Nebius are known as neocloud providers. This stems from the parent cloud computing sector, which, at its core, involves a company building excess computing capacity, then renting that capacity to other clients. There are countless applications for cloud computing, including website hosting and data storage, but neocloud companies are solely focused on providing AI computing power.
Today’s Change
(-0.30%) $-0.66
Current Price
$220.49
Key Data Points
Market Cap
$55B
Day’s Range
$211.94 – $228.77
52wk Range
$34.72 – $233.73
Volume
896K
Avg Vol
17M
Gross Margin
7.48%
CoreWeave and Nebius approach this…