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Nvidia’s Major Investments in AI Infrastructure
Nvidia (NASDAQ: NVDA) has reported a $4.3 billion portfolio, of which 91% is invested in CoreWeave (NASDAQ: CRWV) and 4% in Arm Holdings (NASDAQ: ARM). This decision highlights Nvidia’s commitment to AI infrastructure, significantly enhancing CoreWeave’s capabilities as a leading GPU cloud provider recognized for superior performance in handling AI workloads.
CoreWeave is noted for delivering up to 20% better performance compared to traditional data centers, which often suffer from inefficiencies that can result in a loss of 65% of GPU compute capacity. Meanwhile, Arm has captured over 10% of market share in data centers recently, with over 70,000 enterprises now running AI workloads on its architecture, marking a growth of 14-fold since 2021.
Analysts forecast that Arm’s earnings will increase at 45% annually through March 2027. CoreWeave’s revenue is projected to grow at 127% annually through 2026, reflecting high demand for AI infrastructure and opportunities for investors.
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