Nvidia’s AI future isn’t just about its own chips—it’s betting big on SpaceX, CoreWeave, and Intel, which together make up nearly 88% of its public stock portfolio. SpaceX is skyrocketing with AI revenue growth, though it’s already overvalued and faces fierce competition. CoreWeave, building AI-focused data centers, is booming with massive backlogs but remains unprofitable and dependent on one client. Intel, reviving with agentic AI demand, is gaining traction but still struggles with manufacturing and valuation concerns. Nvidia’s bold move highlights the high-stakes, high-reward landscape of AI investing—where opportunity and risk go hand in hand.
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