Nvidia Doubled Down on Its Second-Largest AI Holding. Should Investors Follow Suit?
2026-05-18 18:37:48 ET
Artificial intelligence (AI) has been on a blistering run over the past several years, and its adoption shows no signs of slowing. These cutting-edge algorithms promise to change the technology landscape as we know it, and it's been a windfall for companies at the forefront of this technology. Nowhere is that more apparent than in Nvidia (NASDAQ: NVDA) .
The AI-centric chipmaker pioneered the graphics processing units (GPUs) that create lifelike images in video games. Those same processors are now the gold standard for powering AI, making Nvidia the de facto flag-bearer for the technology.
In the first quarter, Nvidia effectively doubled its position in CoreWeave (NASDAQ: CRWV) , prompting investors to take a fresh look at the neocloud operator.
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