Meet The 3 Stocks Nvidia Has Invested Billions Into
1. Intel
Nvidia first invested in Intel last year, not long after the U.S. government took a position in the stock as well. The reason for Nvidia was fairly simple: It wanted to improve its game with central processing units (CPUs).
The company’s graphics processing units (GPUs) are widely considered the best available, but it doesn’t have nearly the same presence in the CPU market, which is important for how data centers process AI inference workloads. With Nvidia and Intel partnering to produce CPUs, it makes a lot of sense for the former to invest in it to ensure that it benefits in multiple ways, especially because the latter’s stock was beaten down at that time.
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NASDAQ: INTC
Intel
Premium Feature
Moneyball Superscore
60/100
Today’s Change
(4.36%) $3.85
Current Price
$92.09
Key Data Points
Market Cap
$484BMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$88.46 – $92.95
52wk Range
$23.68 – $142.35
Volume
100.6M
Avg Vol
118.4M
Gross Margin
39.05%
Another reason Nvidia invested in Intel was to ensure that it had funds necessary to keep its U.S. chip foundry running. Intel’s foundry business was struggling and needed some serious help to stay alive. If the company can improve its foundry business and get it back on the same level as its competition, that bodes well for Nvidia because it would give it a second source of chip production outside of Taiwan Semiconductor.
Intel is Nvidia’s largest position for a reason, and with the stock rallying throughout 2026, this looks a genius move so far.
2. SpaceX
Nvidia didn’t invest directly in Space Exploration Technologies (SpaceX for short) during its initial public offering. Instead, it put $10 billion into xAI at the start of the year during a funding round. Then, xAI was acquired by SpaceX not long after that, but before going public. So, once it had its IPO, Nvidia automatically became an investor in it, although it may not be an active one.
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NASDAQ: SPCX
Space Exploration Technologies
Today’s Change
(0.89%) $1.24
Current Price
$140.87
Key Data Points
Market Cap
$1.9TMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$138.60 – $142.06
52wk Range
$104.83 – $225.64
Volume
55.3M
Avg Vol
117.2M
We’ll have to see if Nvidia holds on to its SpaceX s or if it dumps them once the lockup period ends. Regardless of what happens, SpaceX and Nvidia will retain a close relationship, since SpaceX CEO Elon Musk has praised Nvidia’s products and has chosen to exclusively use its new Vera Rubin chips because he believes that it’s the best architecture available.
SpaceX, via xAI, and Nvidia will be closely tied together in the future. If Nvidia s what it sees, more investment could .
3. CoreWeave
Last is CoreWeave, which is a much smaller investment than Intel or SpaceX, totaling less than $5 billion. However, it is a major client of Nvidia’s, and this is what makes it most intriguing.
It is a neocloud company, which means it provides AI-focused cloud computing services to its clients. This requires a lot of computing power, and with Nvidia clearly recognizing that CoreWeave was buying plenty of chips, it wanted a piece of that growth, so it bought into it. This is the kind of move that investors should pay the most attention to, since Nvidia ly has information that the average investor doesn’t have about long-term CoreWeave demand.
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NASDAQ: CRWV
CoreWeave
Premium Feature
Moneyball Superscore
85/100
Today’s Change
(-1.38%) $-1.21
Current Price
$86.80
Key Data Points
Market Cap
$48BMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$86.51 – $91.81
52wk Range
$60.55 – $153.20
Volume
19.9M
Avg Vol
29.4M
Gross Margin
24.39%
Nvidia knows that if it sells lots of semiconductors to CoreWeave, these will eventually become income-producing assets and boost its financial status, leading to a soaring stock price. So it’s an active investor to ensure that the neocloud provider has the funds to build out its business. With this fairly large chunk of change into CoreWeave, I think it’s an interesting stock to consider buying as well, since Nvidia’s backing is a huge factor.
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About the Author
Keithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.
Stocks Mentioned
Intel
NASDAQ: INTC
$92.09
(+4.36%)+$3.85
Motley Fool Stock Advisor’s Latest Pick
—% Avg Return
Nvidia
NASDAQ: NVDA
$227.98
(+8.74%)+$18.32
CoreWeave
NASDAQ: CRWV
$86.80
(-1.38%)-$1.21
Space Exploration Technologies
NASDAQ: SPCX
$140.87
(+0.89%)+$1.24
*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
Sumber Artikel:
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