Nvidia held stakes in six companies it classifies as Artificial Intelligence stocks as of June 30, 2025: Applied Digital, Arm Holdings, CoreWeave, Nebius Group, Recursion Pharmaceuticals, and WeRide. The reporting lists share counts for several positions but many dollar values in the source are not readable. Where monetary figures were missing or corrupted in the article, those amounts are Not stated. CoreWeave is identified as Nvidia’s largest equity position by share count and as the most prominent holding in the group.
The portfolio is uneven on fundamentals. Arm is the most profitable company among the six, while Nebius is also profitable. All the other names were losing money at the time of the report. Revenue and market-cap figures cited in the article contain corrupted numeric fields and are therefore Not stated. The article notes that half of Nvidia’s Artificial Intelligence holdings are large-cap names and that Recursion is the only stock in the small-cap range within the set, although its market-cap figure in the piece is Not stated and is described as nearly mid-cap.
On valuation metrics that do not rely on earnings, CoreWeave comes out ahead. The article reports a trailing price-to-sales multiple for CoreWeave of 16.2 and a multiple for Applied Digital of 23.7. Wall Street analysts cited in the piece expect CoreWeave’s earnings to grow by more than 72% in 2026. Nebius also received attention because its shares jumped after landing a multibillion-dollar deal with Microsoft, according to the article.
The author concludes that CoreWeave is the best of the six holdings Nvidia owned at the end of Q2. The main caveat is that CoreWeave is not yet profitable, but the company is investing heavily in infrastructure to capture growth in generative Artificial Intelligence workloads. Based on valuation and near-term growth projections presented in the article, CoreWeave is described as the standout pick among Nvidia’s Artificial Intelligence stock stakes.
