Home / Business and Economy / Nvidia Doubles Down on AI Ecosystem with $4 Billion CoreWeave Stake
Nvidia Doubles Down on AI Ecosystem with $4 Billion CoreWeave Stake
17 Aug
Summary
- Nvidia's investment portfolio shows focus on AI infrastructure
- Nvidia increased stake in CoreWeave, a cloud computing specialist, to $4.33 billion
- CoreWeave has emerged as a critical partner for Nvidia in the AI ecosystem
According to Nvidia's 13F filing released on August 17, 2025, the company has been actively investing in the ecosystem of companies building the next generation of AI infrastructure. The filing, which provides a snapshot of Nvidia's stock positions as of June 30, 2025, shows that the chipmaker has a deliberate strategy to back firms positioned to fuel and benefit from the growing AI adoption.
Nvidia's top holding is CoreWeave, a cloud computing specialist focused on providing GPU-accelerated infrastructure for AI workloads. During the second quarter of 2025, Nvidia raised its stake in CoreWeave to roughly 24.28 million shares, up from 17.9 million shares at the time of CoreWeave's IPO prospectus in March. This $4.33 billion investment now represents more than 91% of Nvidia's total portfolio.
The significant increase in Nvidia's exposure to CoreWeave demonstrates the company's massive conviction in the partners helping build the backbone of the artificial intelligence industry. CoreWeave has quickly become one of the most closely watched private-to-public pipeline names in the AI ecosystem, offering customized infrastructure designed for machine learning and generative AI applications.
Nvidia's expanded investment in CoreWeave signals the tightening alignment between the two companies' futures. As a critical customer and collaborator for Nvidia, CoreWeave's success is closely tied to the chipmaker's ability to power the next generation of AI-driven technologies.
