The Motley Foolยท2025-10-26 07:35Core Insights - Nvidia is a leader in AI infrastructure, dominating the market for AI accelerators and generative AI networking equipment [1][2] - Nvidia has significant investments in CoreWeave and Arm Holdings, indicating confidence in their growth potential [3] Nvidia's Investment Portfolio - Nvidia owns $4.3 billion in stocks, with 91% allocated to CoreWeave and 4% to Arm [3] - The company collaborates with both CoreWeave and Arm, reinforcing its commitment to these investments [3] CoreWeave Overview - CoreWeave specializes in cloud infrastructure and software services tailored for AI workloads, utilizing Nvidia accelerators exclusively [4] - The company outperforms traditional data centers, achieving up to 20% better performance and minimizing GPU compute capacity loss [5] - CoreWeave has been recognized as the best AI cloud platform, surpassing competitors like Amazon and Microsoft [6] - The stock is valued at 15 times sales, with projected revenue growth of 127% annually through 2026 [6] Arm Holdings Overview - Arm designs CPUs and licenses its technology, holding a 99% market share in smartphone processors [7][8] - The company has gained over 10 percentage points of market share in data centers in the last three years, with a significant increase in enterprises running AI workloads on Arm architecture [10] - Earnings for Arm are expected to grow at 45% annually through March 2027, with a current valuation of 110 times earnings [11]