Semiconductor company Nvidia owns relatively large positions in two AI stocks: CoreWeave and Arm.

Nvidia ( NVDA -3.47% ) owns stock in publicly traded companies as part of its treasury strategy. Its $4.3 billion portfolio included six positions as of the June-ending quarter, but two accounted for 95% of invested assets: 91% was allocated to CoreWeave ( CRWV -4.04% ) and 4% was to Arm Holdings ( ARM -5.05% ) .

Here's what investors should know about these magnificent artificial intelligence stocks.

CoreWeave: 91% of Nvidia's stock portfolio

CoreWeave provides cloud infrastructure and software services purpose-built for artificial intelligence (AI) workloads. The company currently owns 33 data centers across the United States and Europe. SemiAnalysis recently r

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