71.6% of Nvidia's Portfolio Is Invested in These 2 Top Artificial Intelligence (AI) Stocks
2026-05-29 03:50:00 ET
Nvidia (NASDAQ: NVDA) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (NASDAQ: INTC) and CoreWeave (NASDAQ: CRWV) , accounted for about 71.6% of its portfolio as of March 31. Given that Nvidia is bullish on these stocks, should investors also get in on the action?
Image source: The Motley Fool.
Intel is one of the leaders in the server CPU (Central Processing Unit) market, which will become increasingly important as we shift toward agentic AI, or autonomous AI systems that can plan and execute tasks, rather than just respond to prompts. CPUs are critical in orchestrating AI agents. Nvidia's CEO, Jensen Huang, predicted that we could eventually have billions of agents.
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